Senior Wealth Advisor for $5M+ Clients | Tampa/Remote

Empower LLC; Tampa (FL); Remote; USD 96,000 - 136,000; Full time

Benefits offered by this job

Health benefits

401(k) with company match

Tuition reimbursement up to $5,250/yr

Paid time off + holidays

Volunteer time

Job summary

Empower LLC is seeking a Premier Wealth Advisor for the Tampa, FL area to deliver a highly personalized advice experience to clients with $5M+ in assets. You will collaborate with the Practice Lead and Client Experience Specialist to manage onboarding, financial planning, and investment strategy in a high-touch environment.

This role requires a strong background in wealth management, exceptional client service, and the ability to lead planning discussions.

Qualifications

• Bachelor degree in Business or related discipline or equivalent experience.
• CFP strongly preferred.
• FINRA Series 65 required and fingerprinting.
• Strong knowledge of wealth management, tax planning, and estate planning.

Responsibilities

• Deliver a high-touch client experience for Empower Private Clients with $5M+ AUM.
• Lead planning milestones and proactive outreach with the practice team.
• Strengthen client relationships through ongoing communications and coordination.
• Identify planning opportunities from client conversations and data insights.
• Support investment strategy implementation and monitor performance.
• Participate in monthly audit reviews and ensure compliance.
• Attend in-person client meetings as needed to build trust.

Skills

Relationship management

Financial planning

Investment strategy

Client experience

Communication

Proactive

CRM systems

Education

Bachelor Degree in Business or related discipline

Tools

Salesforce

NetX360

Microsoft Word

Microsoft Excel

PowerPoint

Outlook

Job description

Empower LLC is seeking a Premier Wealth Advisor for the Tampa, FL area to deliver a highly personalized advice experience to clients with $5M+ in assets. You will collaborate with the Practice Lead and Client Experience Specialist to manage onboarding, financial planning, and investment strategy in a high-touch environment.

This role requires a strong background in wealth management, exceptional client service, and the ability to lead planning discussions.