Senior Private Wealth Advisor, Practice Lead - FL

Empower LLC; Florida; Remote; USD 114,000 - 165,000; Full time

Benefits offered by this job

Medical Insurance

401(k) with match

Tuition reimbursement

Paid time off

Company holidays

Volunteer time

Parental leave

Job summary

Empower LLC in Florida is seeking a Senior Private Wealth Advisor, Practice Lead to serve as the lead advisor for a dedicated client team, delivering holistic wealth management and tailored financial planning for high-net-worth clients.

The role requires traveling to meet clients and coordinating with a Wealth Advisor and Client Experience Specialist to grow assets and deliver a first-class client experience.

Qualifications

• 10+ years of experience in financial services and client experience.
• Direct client contact with a professional demeanor is required.
• Advanced knowledge of wealth management, financial planning, tax and income optimization, and estate planning.
• Excellent verbal and written communication; strong interpersonal and organizational skills.
• Proven ability to deliver effective client consultations and build long-term relationships.
• Proficient in Salesforce, NetX360, and Microsoft Office tools.

Responsibilities

• Serve as the lead advisor within a dedicated client team, building lasting relationships with high-net-worth Empower clients.
• Provide first-class client experiences across onboarding, planning, and investor education.
• Grow and retain assets through proactive education, communication, and responsiveness.
• Coordinate with advisory team and stakeholders to fulfill client requests.
• Explain the Personal Strategy investment approach and tailor portfolios to client objectives.
• Provide holistic financial planning across retirement, taxes, education, and estate planning.

Skills

Wealth management

Financial planning

Tax optimization

Estate planning

Client relationships

Presentation skills

Interpersonal skills

Organizational skills

Communication skills

Education

Bachelor’s degree in business or related discipline

Tools

Salesforce

NetX360

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

Job description

Empower LLC in Florida is seeking a Senior Private Wealth Advisor, Practice Lead to serve as the lead advisor for a dedicated client team, delivering holistic wealth management and tailored financial planning for high-net-worth clients.

The role requires traveling to meet clients and coordinating with a Wealth Advisor and Client Experience Specialist to grow assets and deliver a first-class client experience.