Senior Private Wealth Advisor & Practice Lead – Florida

Empower; Miami (FL); On-site; USD 114,000 - 165,000; Full time

Benefits offered by this job

Medical, dental, vision, and life

401(k) with company matching

Tuition reimbursement

Paid time off and holidays

Volunteer time

BRGs

Job summary

Empower in Miami is seeking a Senior Private Wealth Advisor – Practice Lead to serve as the lead advisor for a dedicated client team of high-net-worth clients. You will deliver personalized financial advice, build lasting relationships, and drive asset retention and growth.

The role requires deep wealth management expertise, excellent communication, and the ability to coordinate with planners and specialists. Travel may be required to meet clients, and a CFP is preferred.

Qualifications

• Advanced knowledge of wealth management strategies and financial planning.
• Experience with high-net-worth clients and multi-product goals.
• Excellent communication, presentation, and relationship skills.
• Ability to manage multiple time-sensitive tasks with professionalism.
• Proactive, trustworthy advisor with strong analytical capabilities.

Responsibilities

• Lead advisor within a dedicated client team for high-net-worth Empower clients.
• Provide first-in-class client experience from onboarding to planning and education.
• Manage relationships via phone, email, and virtual meetings.
• Retain assets and grow assets through proactive communication and education.
• Coordinate with internal groups to serve clients.
• Explain Personal Strategy investment approach and tailor strategies.
• Offer holistic financial planning across retirement, education, tax planning.
• Coordinate with advisory team and stakeholders for client requests.
• Delegate, coach, and develop colleagues.

Skills

Wealth management

Client experience

Financial planning

Tax optimization

Estate planning

Communication

Relationship management

Portfolio discussions

CRM systems

High-net-worth clients

Education

Bachelor's degree in business

FINRA Series 65

CFP preferred

Tools

Salesforce

NetX360

Microsoft Office

Job description

Empower in Miami is seeking a Senior Private Wealth Advisor – Practice Lead to serve as the lead advisor for a dedicated client team of high-net-worth clients. You will deliver personalized financial advice, build lasting relationships, and drive asset retention and growth.

The role requires deep wealth management expertise, excellent communication, and the ability to coordinate with planners and specialists. Travel may be required to meet clients, and a CFP is preferred.