Elite Private Wealth Advisor — Practice Lead

Empower LLC; Miami, Northern (FL, KY); Hybrid; USD 114,000 - 165,000; Full time

Benefits offered by this job

Medical, dental, vision and life保险

401(k) plan with generous match

Tuition reimbursement

Paid time off and holidays

Job summary

Empower Personal Wealth, based in the Miami metro area, seeks a Senior Private Wealth Advisor – Practice Lead to guide high‑net‑worth households with proactive, tailored financial planning and investment advice. You will lead a dedicated client team, collaborate with a Wealth Advisor and a Client Experience Specialist, and travel to meet clients as needed while delivering a first‑class experience.

This role emphasizes relationship management, retention, and growth of assets, with a competitive

Qualifications

• 10+ years related work experience in financial services and client experience
• Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning
• Excellent verbal and written communication skills; strong interpersonal skills; detail oriented

Responsibilities

• Lead advisor within a dedicated client team to build lasting relationships with high net worth Empower clients
• Provide first-in-class client experience with onboarding, financial planning, and investor education
• Collaborate with advisory team resources to grow and maintain long-term relationships
• Coordinate with internal groups to serve clients and explain Personal Strategy investment approach
• Travel to meet clients face-to-face and develop strong relationships

Skills

Client relationship management

Wealth management

Financial planning

Tax optimization

Communication skills

Portfolio presentation

CRM systems

Education

Bachelor's degree in business or related discipline

FINRA Series 65

CFP certification preferred

Tools

Salesforce

NetX360

Microsoft Office (Word, Excel, Outlook, PowerPoint)

Job description

Empower Personal Wealth, based in the Miami metro area, seeks a Senior Private Wealth Advisor – Practice Lead to guide high‑net‑worth households with proactive, tailored financial planning and investment advice. You will lead a dedicated client team, collaborate with a Wealth Advisor and a Client Experience Specialist, and travel to meet clients as needed while delivering a first‑class experience.

This role emphasizes relationship management, retention, and growth of assets, with a competitive