Florida Senior Private Wealth Advisor — Practice Lead

Empower Retirement; Miami (FL); On-site; USD 114,000 - 165,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

401(k) Match

Tuition Reimbursement

PTO & Holidays

Volunteer Time Off

Job summary

Empower Retirement in Florida seeks a Sr. Private Wealth Advisor - Practice Lead to act as the lead advisor for a dedicated client team serving high-net-worth households.

You will retain and grow assets through tailored financial guidance, onboarding, and ongoing education, collaborating with a Wealth Advisor and Client Experience Specialist. The role emphasizes empathy, clarity, and a first-class client experience, with a base salary and bonus opportunity and travel to meet clients in person as

Qualifications

• 10+ years of experience in financial services and client experience.
• Experience with high-net-worth clients and complex planning.
• FINRA Series 65 required; fingerprinting required.
• Bachelor's degree in business or related discipline; CFP preferred.
• Excellent communication and relationship-building skills.

Responsibilities

• Lead advisor within dedicated client team to build relationships with high-net-worth Empower clients.
• Provide onboarding, financial planning, and investor education; collaborate with advisory team.
• Manage communications via phone, email, and virtual meetings; proactive and reactive engagement.
• Retain and grow assets through proactive education and responsive service.
• Act as liaison between clients and internal groups to serve clients.

Skills

High-net-worth client service

Financial planning guidance

Wealth management

Client relationship management

Team leadership (not mgmt)

Education

Bachelor's degree in business or related discipline

FINRA Series 65

CFP preferred

Tools

Salesforce

NetX360

Microsoft Word

Excel

Outlook

PowerPoint

Job description

Empower Retirement in Florida seeks a Sr. Private Wealth Advisor - Practice Lead to act as the lead advisor for a dedicated client team serving high-net-worth households.

You will retain and grow assets through tailored financial guidance, onboarding, and ongoing education, collaborating with a Wealth Advisor and Client Experience Specialist. The role emphasizes empathy, clarity, and a first-class client experience, with a base salary and bonus opportunity and travel to meet clients in person as