Elite Wealth Advisor — Tampa Bay, 5M+ AUM

Empower; Tampa (FL); On-site; USD 96,000 - 136,000; Full time

Benefits offered by this job

Medical, dental, vision and life保险

401(k) with company matching up to 6%

Tuition reimbursement

Paid time off and holidays

Job summary

Empower Private Wealth is seeking a Premier Wealth Advisor in Tampa/North Florida to deliver a high-touch, personalized experience for ultra-high-net-worth clients with $5M+ assets under management. The role partners with a Practice Lead and Client Experience Specialist to provide sophisticated financial planning and strategic investment guidance.

You will manage onboarding, ongoing reviews, and proactive outreach, building trust through in-person meetings and thoughtful planning discussions.

Qualifications

• Bachelor Degree in Business or related discipline.
• 7+ years experience in financial services and client experience.
• FINRA Series 65 required.
• FINRA fingerprinting required.
• CFP strongly preferred.
• Sufficient knowledge of wealth management strategies, financial planning, tax and estate planning.
• Excellent verbal and written communication skills; strong interpersonal skills; detail oriented; pro-active self-starter, strong situational awareness and contextual thinking, and strong organizational and presentation skills.
• Exceptional at delivering effective client consultations – always composed, professional, and skilled at establishing trust and building long-term client relationships.
• Proven ability to navigate multiple client needs, deliver on multi-product goals, and analyze and present investment portfolios to clients.

Responsibilities

• Deliver a personalized, high-touch client experience for Empower Private Clients, with a focus on those with $5M+ in assets under management, supporting both proactive and reactive engagements related to onboarding, financial planning, and investment strategy.
• Lead clients through key planning milestones and campaign-driven outreach in partnership with your practice team, ensuring a seamless and proactive experience.
• Strengthen client relationships by managing ongoing communications, anticipating needs, and serving as a consistent point of contact in coordination with your Practice Lead and Client Experience Specialist.
• Identify planning opportunities based on client conversations and data insights; lead the information-gathering process to support timely and relevant recommendations.
• Provide financial planning tailored to each client’s unique goals--delivering guidance independently or in collaboration with your practice team, depending on complexity and client preference.
• Support the implementation and monitoring of investment strategies aligned with client objectives and risk profiles; remain up to date on market developments, economic conditions, and regulatory changes.
• Partner with Portfolio Management to support account customization, client requests, and relationship clearance.
• Participate in monthly audit reviews and collaborate with internal stakeholders across Empower Personal Wealth to ensure compliance and operational excellence.
• Attend and contribute to in-person client meetings as needed to build trust and deepen relationships between clients and the practice team.

Skills

Relationship management

Communication

Client consultations

Time management

Interpersonal skills

Education

Bachelor Degree in Business or related discipline

FINRA Series 65

FINRA fingerprinting

CFP strongly preferred

Tools

Salesforce

NetX360

Word

Excel

Outlook

PowerPoint

Job description

Empower Private Wealth is seeking a Premier Wealth Advisor in Tampa/North Florida to deliver a high-touch, personalized experience for ultra-high-net-worth clients with $5M+ assets under management. The role partners with a Practice Lead and Client Experience Specialist to provide sophisticated financial planning and strategic investment guidance.

You will manage onboarding, ongoing reviews, and proactive outreach, building trust through in-person meetings and thoughtful planning discussions.