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, dental, vision, and life ins.

401(k) with company match

Tuition reimbursement

Generous PTO and holidays

Volunteer time off

Job summary

Empower Retirement in the Miami area seeks a Senior Private Wealth Advisor to act as the lead advisor for a dedicated client team. You’ll build lasting relationships with high-net-worth Empower clients while delivering tailored financial advice and proactive planning.

The role emphasizes in-depth wealth management knowledge, strong communication, and a track record of client retention. A FINRA 65 is required; CFP preferred; travel to meet clients is expected.

Qualifications

• 10+ years related work experience in financial services and client experience.
• Direct client contact with a professional demeanor is required.
• Advanced knowledge of wealth management strategies and tax/income optimization.

Responsibilities

• Lead advisor within a client team to build lasting relationships with high net worth Empower clients.
• Provide first-class client experience for onboarding, financial planning, and investor education.
• Coordinate comprehensive relationship management via phone, email, and virtual meetings.
• Retain assets and grow assets through proactive communication and education.
• Explain Personal Strategy investment approach and tailor plans to risk tolerance and goals.
• Deliver holistic financial planning across retirement, income optimization, and education planning.

Skills

Wealth management

Financial planning

Tax optimization

Estate planning

Client consultations

Communication

Relationship management

Presentation skills

Financial software

Education

Bachelor’s degree in business or related discipline

FINRA Series 65

CFP preferred

Tools

Microsoft Word

Excel

Outlook

PowerPoint

Salesforce

NetX360

Job description

Empower Retirement in the Miami area seeks a Senior Private Wealth Advisor to act as the lead advisor for a dedicated client team. You’ll build lasting relationships with high-net-worth Empower clients while delivering tailored financial advice and proactive planning.

The role emphasizes in-depth wealth management knowledge, strong communication, and a track record of client retention. A FINRA 65 is required; CFP preferred; travel to meet clients is expected.