Premier Wealth Advisor - Personal Strategy - Tampa FL area

Empower; Tampa (FL); Vor Ort; USD 96.000 - 136.000; Vollzeit

Benefits dieser Stelle

Medical, dental, vision and life保险

401(k) with company matching up to 6%

Tuition reimbursement

Paid time off and holidays

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Relationship management

Communication

Client consultations

Time management

Interpersonal skills

Ausbildung

Bachelor Degree in Business or related discipline

FINRA Series 65

FINRA fingerprinting

CFP strongly preferred

Tools

Salesforce

NetX360

Word

Excel

Outlook

PowerPoint

Jobbeschreibung

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

The Ideal Candidates lives in the Tampa or north/central Florida area and is excited to get out and meet with clients in person when needed

The Premier Wealth Advisor will be an essential member of a dedicated client practice team serving Empower Private Clients with $5M or more in assets under management. In partnership with the Practice Lead and the Client Experience Specialist, the role will help deliver a high-touch, highly personalized experience designed to support the complex needs of high-net-worth and ultra-high-net-worth households.

Responsibilities will focus on relationship management and delivering thoughtful, strategic planning conversations within your area of expertise. Coordinate ongoing financial reviews, support the execution of planning campaigns, and help identify opportunities to deepen relationships and expand wallet share within an elite client base.

This role is designed for a detail-oriented and proactive advisor who brings deep curiosity, strong financial acumen, and a commitment to delivering an experience that is Easy, Personal, and Enlightening—an essential part of our mission to empower financial freedom for all and our vision to transform financial lives through advice, people, and technology.

This is an opportunity to play a key role in delivering a first-class client experience and to make a meaningful impact on the financial lives of the clients we serve.

What You Will Do

• 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.

What You Will Bring

• Bachelor Degree in Business or related discipline or equivalent experience
• 7+ years related work 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 income optimization, and estate planning.
• Excellent verbal and written communication skills; strong interpersonal skills; detail oriented; able to manage many time-sensitive tasks simultaneously; 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.
• Proficient in or ability to quickly learn: Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and recordkeeping systems.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

Base Salary Range

$96,100.00 - $135,700.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer Drug-free workplace

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.

Job Posting End Date at 12:01 am on: 11-14-2026

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