Senior Wealth Advisor – Tampa Bay (5M+ AUM)

Empower Retirement, LLC; Florida; Hybrid; USD 96,000 - 136,000; Full time

Benefits offered by this job

Health insurance

401(k) with match

Tuition reimbursement

Paid time off

Volunteer time off

Parental leave

BRG network

Job summary

Empower Retirement, LLC in the Tampa area seeks a Premier Wealth Advisor to deliver high-touch planning for Empower Private Clients with $5M+ in assets. You will coordinate financial reviews, collaborate with the practice team, and deepen relationships through tailored financial planning and proactive outreach.

You will partner with Portfolio Management and participate in audits, delivering an Easy, Personal, Enlightening client experience and meeting in-person when needed.

Qualifications

• Bachelor degree or equivalent experience in business or related field.
• FINRA Series 65 required and fingerprinting.
• CFP strongly preferred; wealth management knowledge expected.
• Strong communication, relationship management, and planning skills.
• Experience with multi-product client engagements and portfolio reviews.

Responsibilities

• Deliver a personalized, high-touch client experience for Empower Private Clients, with a focus on those with $5M+ in assets under management, supporting both proactive and reactive engagements related to onboarding, financial planning, and investment strategy.
• Lead clients through key planning milestones and campaign-driven outreach in partnership with your practice team, ensuring a seamless and proactive experience.
• 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; remain up to date on market developments, economic conditions, and regulatory changes.
• Partner with Portfolio Management to support account customization, client requests, and relationship clearance.
• Participate in monthly audit reviews and collaborate with internal stakeholders across Empower Personal Wealth to ensure compliance and operational excellence.
• Attend and contribute to in-person client meetings as needed to build trust and deepen relationships between clients and the practice team.

Skills

FINRA Series 65 required

FINRA fingerprinting required

Client relationship management

Financial planning

Wealth management knowledge

Attention to detail

Multi-tasking

Presentation skills

Education

Bachelor Degree in Business or related discipline

CFP certification preferred

Tools

Microsoft Word

Excel

Outlook

PowerPoint

Salesforce

NetX360

Job description

Empower Retirement, LLC in the Tampa area seeks a Premier Wealth Advisor to deliver high-touch planning for Empower Private Clients with $5M+ in assets. You will coordinate financial reviews, collaborate with the practice team, and deepen relationships through tailored financial planning and proactive outreach.

You will partner with Portfolio Management and participate in audits, delivering an Easy, Personal, Enlightening client experience and meeting in-person when needed.