Senior Private Wealth Advisor & Practice Lead Florida

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

Benefits offered by this job

Medical insurance

401(k) match

Tuition reimbursement

Paid time off

Volunteer time off

Parental leave

Business casual environment

BRGs open to all

Job summary

Empower Retirement, LLC is seeking a Senior Private Wealth Advisor – Practice Lead in the Miami/Orlando area. You will act as the lead advisor within a dedicated client team, delivering tailored financial advice and a first-class client experience to high-net-worth households.

You will coordinate with Wealth Advisors and specialists, retain and grow assets, and travel to meet clients as needed. A strong track record in wealth management and CFP preferred is expected.

Qualifications

• 10+ years related work experience in financial services and client experience.
• Advanced 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.
• Exceptional at delivering effective client consultations with trust-building.

Responsibilities

• Serve as the lead advisor within a dedicated client team for high net worth Empower clients.
• Provide first-in-class client experience for onboarding, financial planning, and investor education.
• Collaborate with advisory resources to grow and maintain relationships with valued clients.
• Coordinate comprehensive relationship management via phone, email, and virtual meetings.
• Retain assets under management and grow assets through proactive education and responsiveness.
• Explain the Personal Strategy investment framework and tailor portfolios to client objectives.
• Deliver holistic financial planning on retirement, tax-advantaged savings, and education planning.

Skills

Client relationship management

Wealth management knowledge

Communication skills

Leadership without managing team

Education

Bachelor’s degree in business or related field

FINRA Series 65

CFP preferred

FINRA fingerprinting

Tools

Microsoft Word

Excel

Outlook

PowerPoint

Salesforce

NetX360

Job description

Empower Retirement, LLC is seeking a Senior Private Wealth Advisor – Practice Lead in the Miami/Orlando area. You will act as the lead advisor within a dedicated client team, delivering tailored financial advice and a first-class client experience to high-net-worth households.

You will coordinate with Wealth Advisors and specialists, retain and grow assets, and travel to meet clients as needed. A strong track record in wealth management and CFP preferred is expected.