Senior Private Wealth Advisor & Practice Lead – Florida

Empower; United States; À distance; USD 114 000 - 165 000; Plein temps

Avantages offerts par ce poste

Medical, dental, vision and life ins.

401(k) with company match up to 6%

Tuition reimbursement

Generous PTO and holidays

Volunteer time

Résumé du poste

Empower is seeking a Senior Private Wealth Advisor – Practice Lead to act as the lead advisor for high-net-worth client households. You will collaborate with a Wealth Advisor and a Client Experience Specialist to deliver proactive, tailored financial advice and build a premier client experience.

You will oversee retention and growth of assets, coordinate with internal teams, and travel to meet clients as needed, while guiding a dedicated practice team toward excellence.

Qualifications

• Bachelor’s degree in business or related field.
• FINRA Series 65 required.
• FINRA fingerprinting required.
• Excellent verbal and written communication skills.
• Experience with high-net-worth clients and complex planning.
• CFP strongly preferred.

Responsabilités

• Lead advisor within a dedicated client team, building lasting relationships with high-net-worth Empower clients.
• Onboard clients, provide financial planning and investor education to grow long-term relationships.
• Conduct comprehensive relationship management via phone, email and virtual meetings.
• Retain assets under management and grow assets through proactive communication and responsiveness.
• Coordinate with internal groups within Empower Personal Wealth to serve clients.
• Explain and tailor the Personal Strategy investment approach to clients' risk and goals.
• Provide holistic financial planning across retirement, tax optimization, and education planning.
• Delegate, coach, and develop colleagues and resources.
• Travel to meet clients in person when needed.

Connaissances

Wealth management

Financial planning

Tax optimization

Estate planning

Client communications

Relationship management

Investment portfolios

CFP desirable

FINRA 65

Formation

Bachelor’s degree in business

Outils

Microsoft Word

Excel

Outlook

PowerPoint

Salesforce

NetX360

Description du poste

Empower is seeking a Senior Private Wealth Advisor – Practice Lead to act as the lead advisor for high-net-worth client households. You will collaborate with a Wealth Advisor and a Client Experience Specialist to deliver proactive, tailored financial advice and build a premier client experience.

You will oversee retention and growth of assets, coordinate with internal teams, and travel to meet clients as needed, while guiding a dedicated practice team toward excellence.