Senior Private Wealth Advisor | Practice Lead (Florida)

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

Benefits offered by this job

Medical, dental, vision and life страх

401(k) with company match up to 6%

Tuition reimbursement up to $5,250/yr

Business-casual environment including

Paid time off with holidays

Paid volunteer time — 16 hours/yr

Leave of absence programs including F5

BRGs for inclusion

Base Salary Range $114,000.00 - $165,3

Job summary

Empower in Florida seeks a Senior Private Wealth Advisor – Practice Lead to serve as lead advisor for high-net-worth clients, coordinating with a Wealth Advisor and Client Experience Specialist to deliver tailored financial guidance and a seamless client experience.

The role requires deep knowledge of wealth management, tax optimization, and estate planning, with travel to meet clients. FINRA 65 required; CFP preferred. Base salary range is $114,000.00–$165,300.00 with a strong bonus program.

Qualifications

• 10+ years of financial services experience with high-net-worth clients.
• Direct client contact with a professional demeanor is required.
• Advanced wealth management, tax optimization, and estate planning knowledge.
• Excellent verbal and written communication; highly organized and proactive.
• Proficient in MS Office, Salesforce and NetX360 familiarity.

Responsibilities

• Lead advisor within a dedicated client team for high-net-worth relationships.
• Onboard clients, provide financial planning and investor education.
• Maintain relationships via phone, email, and virtual meetings.
• Retain and grow assets through proactive communication and education.
• Coordinate with internal groups to serve clients and explain strategies.
• Travel to meet clients face-to-face and build relationships.

Skills

Wealth management strategies

Financial planning

Communication skills

Client relationship building

MS Word / Excel / Outlook / PowerPoint

Salesforce

NetX360

Education

Bachelor’s degree in business or related discipline

FINRA Series 65 required

CFP strongly preferred

Tools

Salesforce

NetX360

Microsoft Word

Excel

PowerPoint

Job description

Empower in Florida seeks a Senior Private Wealth Advisor – Practice Lead to serve as lead advisor for high-net-worth clients, coordinating with a Wealth Advisor and Client Experience Specialist to deliver tailored financial guidance and a seamless client experience.

The role requires deep knowledge of wealth management, tax optimization, and estate planning, with travel to meet clients. FINRA 65 required; CFP preferred. Base salary range is $114,000.00–$165,300.00 with a strong bonus program.