Premier Wealth Advisor - Personal Strategy - Tampa FL area

Empower Retirement; United States; On-site; USD 120,000 - 180,000; Full time

Job summary

Empower Retirement in the Tampa area seeks a Premier Wealth Advisor to serve Empower Private Clients with $5M+ in assets. You will collaborate with the Practice Lead to deliver high-touch, personalized financial guidance, including planning campaigns and investment strategy, to a select, elite client base.

The role requires deep wealth management knowledge, 7+ years of experience, FINRA 65, and strong communication skills.

Qualifications

• Bachelor degree in Business or related discipline.
• 7+ years related work experience in financial services and client experience.
• FINRA Series 65 required.
• CFP strongly preferred.
• Sufficient knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning.

Responsibilities

• Deliver a personalized, high-touch client experience for Empower Private Clients, with a focus on those with $5M+ in assets under management, supporting onboarding, financial planning, and investment strategy.
• Lead clients through key planning milestones and campaign-driven outreach in partnership with your practice team.
• 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; stay updated on market developments and regulatory changes.
• Partner with Portfolio Management to support account customization, client requests, and relationship clearance.
• Attend and contribute to in-person client meetings as needed to build trust and deepen relationships.

Skills

Financial planning

Relationship management

Communication skills

FINRA Series 65

Salesforce

NetX360

Microsoft Office

Education

Bachelor’s degree

Tools

Salesforce

NetX360

Microsoft Office

Job description

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‑in‑personal client meetings as needed to build trust and deepen relationships between to {???}.

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