Premier Wealth Advisor - Personal Strategy - Tampa FL area

Empower • Tampa, FL

11d • $96,100 - $135,700

About The Position

The Premier Wealth Advisor is an essential member of a dedicated client practice team serving Empower Private Clients with $5 million or more in assets under management. Working with the Practice Lead and Client Experience Specialist, the advisor delivers a high-touch, personalized experience for high-net-worth and ultra-high-net-worth households. The role focuses on relationship management and strategic planning conversations, coordinating financial reviews, supporting planning campaigns, and identifying opportunities to deepen client relationships and expand wallet share.

The advisor supports proactive and reactive client engagements related to onboarding, financial planning, and investment strategy. They lead clients through planning milestones, maintain ongoing communications, anticipate client needs, gather information for recommendations, and provide planning guidance independently or with the practice team depending on complexity and client preference. The role also supports investment strategy implementation and monitoring, account customization, compliance reviews, and operational excellence. The ideal candidate is detail-oriented, proactive, financially knowledgeable, and committed to delivering an Easy, Personal, and Enlightening client experience. The posting identifies the ideal candidate as living in the Tampa or north/central Florida area and being willing to meet clients in person when needed.

Requirements

• Bachelor’s degree in Business or a related discipline, or equivalent experience.
• At least 7 years of related work experience in financial services and client experience.
• FINRA Series 65 required.
• FINRA fingerprinting required.
• Knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning.
• Excellent verbal and written communication and interpersonal skills.
• Detail-oriented, able to manage multiple time-sensitive tasks, proactive, and self-starting, with strong situational awareness, contextual thinking, organizational skills, and presentation skills.
• Ability to deliver effective client consultations professionally, establish trust, and build long-term client relationships.
• Ability to navigate multiple client needs, deliver on multi-product goals, and analyze and present investment portfolios to clients.
• Proficiency in or ability to quickly learn Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and proprietary and recordkeeping systems.
• Must be authorized to work for any employer in the United States; the employer is unable to sponsor or take over sponsorship of employment visas, including CPT/OPT.

Nice To Haves

• CFP strongly preferred.

Responsibilities

• Deliver a personalized, high-touch client experience for Empower Private Clients, particularly clients with $5 million or more in assets under management, supporting onboarding, financial planning, and investment strategy engagements.
• Lead clients through planning milestones and campaign-driven outreach in partnership with the practice team.
• Manage ongoing client communications, anticipate client needs, and serve as a consistent point of contact with the Practice Lead and Client Experience Specialist.
• Identify planning opportunities from client conversations and data insights, and lead information gathering to support timely, relevant recommendations.
• Provide financial planning tailored to each client’s goals, independently or in collaboration with the practice team depending on complexity and client preference.
• Support implementation and monitoring of investment strategies aligned with client objectives and risk profiles, staying current on market developments, economic conditions, and regulatory changes.
• Partner with Portfolio Management on account customization, client requests, and relationship clearance.
• Participate in monthly audit reviews and collaborate with internal stakeholders to support compliance and operational excellence.
• Attend and contribute to in-person client meetings as needed to build trust and deepen relationships.

Benefits

• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions up to 6%, financial advisory services, potential company discretionary contribution, and a broad investment lineup.
• Tuition reimbursement up to $5,250 per year.
• Business-casual environment, including the option to wear jeans.
• Paid time off upon hire, ten paid company holidays, and three floating holidays each calendar year.
• 16 hours of paid volunteer time per calendar year.
• Leave programs including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA).
• Business Resource Groups open to all employees.
• Non-sales positions have the opportunity to participate in a bonus program.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior