Senior Private Wealth Advisor, Practice Lead - Florida region

Empower • Tampa, FL

1d • $114,000 - $165,300

About The Position

The Senior Private Wealth Advisor, Practice Lead serves as a trusted advisor and primary point of contact for high-net-worth client households, helping them achieve long-term financial success. The role focuses on retaining and growing client assets through proactive, tailored financial advice and a highly personal, strategic approach.

As lead advisor within a dedicated client practice team that includes a Wealth Advisor and Client Experience Specialist, this role sets the tone for empathetic, clear, insightful client service. It is not a people-management position. The advisor works with the team to deliver a first-class client experience and help clients achieve financial freedom.

The position is based in the Florida region, with the ideal candidate living in the metro Miami or Orlando areas and willing to meet clients in person when needed. Client relationship management takes place by phone, email, and virtual meetings, with travel required for face-to-face client meetings. The role offers a competitive bonus opportunity in addition to base salary.

Requirements

• 10 or more years of related work experience in financial services and client experience.
• Previous direct client contact, with a knowledgeable and professional demeanor.
• Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning.
• Excellent verbal and written communication, interpersonal, organizational, and presentation skills; attention to detail; ability to manage multiple time-sensitive tasks; proactive self-starter; strong situational awareness and contextual thinking.
• Ability to deliver effective client consultations with composure and professionalism and to establish trust and long-term client relationships.
• Proven 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.
• Demonstrated success with high-net-worth clients, complicated planning, NPS, and client retention.
• Bachelor’s degree in business or a related discipline, or equivalent experience.
• FINRA Series 65 required.
• FINRA fingerprinting required.

Nice To Haves

• CFP strongly preferred.

Responsibilities

• Lead a dedicated client team in collaboration with a Wealth Advisor and Client Experience Specialist to build lasting relationships with a dedicated book of high-net-worth clients.
• Provide a first-class client experience across onboarding, financial planning, and investor education.
• Manage client relationships proactively and reactively through phone, email, and virtual meetings.
• Retain assets under management and gather additional assets through diligent communication, proactive education, and responsiveness.
• Act as a liaison between clients and internal Empower Personal Wealth groups and departments.
• Explain the Personal Strategy investment approach and recommend, implement, and review strategies aligned with clients’ risk tolerance and financial objectives.
• Discuss client portfolios, markets, and economic conditions.
• Provide holistic financial planning, including retirement planning, income optimization, tax-advantaged savings strategies, and education planning.
• Collaborate with Financial Planning Specialists on complex issues and comprehensive financial plans.
• Coordinate with the advisory team and Empower Personal Wealth stakeholders on client-related requests.
• Delegate effectively and coach, train, and develop colleagues and resources.
• Travel to meet clients face-to-face and build strong 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 with 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.
• Competitive bonus opportunity in addition to base salary.

What This Job Offers

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