Senior Private Wealth Advisor & Practice Lead - Florida

Empower Retirement; United States; Sur place; USD 150 000 - 260 000; Plein temps

Résumé du poste

Empower Retirement in the United States is seeking a Senior Private Wealth Advisor - Practice Lead to serve as the lead advisor within a dedicated client team. You will build lasting relationships with high-net-worth Empower clients through proactive, tailored financial advice and a highly personal approach.

The role focuses on retaining and growing assets by delivering holistic planning, portfolio reviews, and education. Travel to meet clients is required to maintain strong relationships.

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; pro-active self-starter
• Proven ability to build long-term client relationships and manage multi-product goals

Responsabilités

• Serve as the lead advisor within a dedicated client team, building lasting relationships with a dedicated book of high net worth Empower clients.
• Provide a first-in-class client experience servicing onboarding, financial planning, and investor education; collaborate with advisory resources to grow relationships.
• Comprehensive relationship management via phone, email, and virtual meetings; proactive and reactive engagement.
• Retain assets under management and grow assets through proactive education and responsiveness.
• Act as liaison between clients and internal groups within Empower Personal Wealth.
• Explain the Personal Strategy investment approach and tailor portfolios to risk tolerance and goals.
• Provide holistic financial planning on retirement, income optimization, tax-advantaged savings, and education planning.

Connaissances

Relationship management

Financial planning

Wealth management

Communication skills

Team collaboration

Travel

Client onboarding

Outils

Salesforce

NetX360

Microsoft Office

PowerPoint

Description du poste

Empower Retirement in the United States is seeking a Senior Private Wealth Advisor - Practice Lead to serve as the lead advisor within a dedicated client team. You will build lasting relationships with high-net-worth Empower clients through proactive, tailored financial advice and a highly personal approach.

The role focuses on retaining and growing assets by delivering holistic planning, portfolio reviews, and education. Travel to meet clients is required to maintain strong relationships.