Senior Private Wealth Advisor & Practice Lead, Florida

Empower; Oregon; Hybrid; 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

Paid time off

Volunteer time

Job summary

Empower is seeking a Senior Private Wealth Advisor, Practice Lead to serve as the lead advisor for a dedicated client team of high-net-worth households. You will deliver proactive, tailored financial advice and help retain and grow assets through a strategic, personal approach.

In this client-facing role, you will collaborate with a Wealth Advisor and a Client Experience Specialist, lead with empathy and clarity, and coordinate with internal teams to ensure a first-class client experience.

Qualifications

• 10+ years related work experience in financial services and client experience.
• Advanced knowledge of wealth management strategies, financial planning, tax and income optimization.
• Excellent verbal and written communication skills; strong interpersonal skills.
• Proactive self-starter with strong organizational and presentation skills.
• Ability to navigate multiple client needs and present investment portfolios.
• Experience with high-net-worth clients and complex planning.

Responsibilities

• Lead advisor within a dedicated client team for high-net-worth Empower clients.
• Provide first-in-class client experience for onboarding, planning, and investor education.
• Manage relationships via phone, email, and virtual meetings; proactive and reactive engagement.
• Retain assets and grow assets through proactive communication and education.
• Coordinate with internal groups to serve clients and explain the Personal Strategy investment approach.
• Provide holistic financial planning across retirement, tax-advantaged savings, and education planning.

Skills

Client relationship management

Wealth management knowledge

Communication skills

Proactive self-starter

Portfolio, market, and economic dialog

Attention to detail

Time management

Education

Bachelor's degree in business or related discipline

CFP (preferred)

Tools

Microsoft Word

Excel

Outlook

PowerPoint

Salesforce

NetX360

Job description

Empower is seeking a Senior Private Wealth Advisor, Practice Lead to serve as the lead advisor for a dedicated client team of high-net-worth households. You will deliver proactive, tailored financial advice and help retain and grow assets through a strategic, personal approach.

In this client-facing role, you will collaborate with a Wealth Advisor and a Client Experience Specialist, lead with empathy and clarity, and coordinate with internal teams to ensure a first-class client experience.