Senior Wealth Advisor – High-Net-Worth (Tampa)

Empower Retirement; United States; Presencial; USD 120 000 - 180 000; Tempo integral

Resumo da oferta

Empower Retirement in the Tampa area seeks a Premier Wealth Advisor to serve Empower Private Clients with $5M+ in assets. You will collaborate with the Practice Lead to deliver high-touch, personalized financial guidance, including planning campaigns and investment strategy, to a select, elite client base.

The role requires deep wealth management knowledge, 7+ years of experience, FINRA 65, and strong communication skills.

Qualificações

• Bachelor degree in Business or related discipline.
• 7+ years related work experience in financial services and client experience.
• FINRA Series 65 required.
• CFP strongly preferred.
• Sufficient knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning.

Responsabilidades

• Deliver a personalized, high-touch client experience for Empower Private Clients, with a focus on those with $5M+ in assets under management, supporting onboarding, financial planning, and investment strategy.
• Lead clients through key planning milestones and campaign-driven outreach in partnership with your practice team.
• Strengthen client relationships by managing ongoing communications, anticipating needs, and serving as a consistent point of contact in coordination with your Practice Lead and Client Experience Specialist.
• Identify planning opportunities based on client conversations and data insights; lead the information-gathering process to support timely and relevant recommendations.
• Provide financial planning tailored to each client's unique goals--delivering guidance independently or in collaboration with your practice team, depending on complexity and client preference.
• Support the implementation and monitoring of investment strategies aligned with client objectives and risk profiles; stay updated on market developments and regulatory changes.
• Partner with Portfolio Management to support account customization, client requests, and relationship clearance.
• Attend and contribute to in-person client meetings as needed to build trust and deepen relationships.

Conhecimentos

Financial planning

Relationship management

Communication skills

FINRA Series 65

Salesforce

NetX360

Microsoft Office

Formação académica

Bachelor’s degree

Ferramentas

Salesforce

NetX360

Microsoft Office

Descrição da oferta de emprego

Empower Retirement in the Tampa area seeks a Premier Wealth Advisor to serve Empower Private Clients with $5M+ in assets. You will collaborate with the Practice Lead to deliver high-touch, personalized financial guidance, including planning campaigns and investment strategy, to a select, elite client base.

The role requires deep wealth management knowledge, 7+ years of experience, FINRA 65, and strong communication skills.