Premier Wealth Advisor – Personal Strategy

Empower

. Deliver a personalized, high-touch client experience for Empower Private Clients with $5M+ in assets under management .

Posted 10/27/2026full-timeRemote • Florida • United StatesSeniorLead💰 $96,100 - $135,700 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial planning, wealth management strategies, and client relationship management, with a strong focus on delivering personalized client experiences and ensuring compliance with regulatory standards.

Highest-signal resume keywords

FINRA Series 65CFPFinancial PlanningWealth Management StrategiesClient Relationship Management

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial PlanningWealth Management StrategiesTax OptimizationEstate PlanningInvestment Portfolio Analysis

Soft Skills

Excellent Communication SkillsStrong Interpersonal SkillsDetail OrientedOrganizational SkillsClient Consultation Skills

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft OutlookMicrosoft PowerPointSalesforceNetX360

Certifications & Qualifications

FINRA Series 65CFP

Industry Keywords

Financial ServicesClient ExperienceRegulatory ComplianceInvestment StrategiesMarket Developments

About the role

Key responsibilities & impact

Deliver a personalized, high-touch client experience for Empower Private Clients with $5M+ in assets under management
Lead clients through planning milestones and campaign-driven outreach with the practice team
Manage ongoing client communications, anticipate needs, and serve as a consistent point of contact
Identify planning opportunities from client conversations and data insights
Lead information gathering to support timely recommendations
Provide financial planning tailored to clients’ goals, independently or with the practice team
Support implementation and monitoring of investment strategies aligned with objectives and risk profiles
Stay 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 ensure compliance and operational excellence
Attend and contribute to in-person client meetings as needed

Requirements

What you’ll need

Bachelor Degree in Business or related discipline or equivalent experience
7+ years related work experience in financial services and client experience
FINRA Series 65 required
FINRA fingerprinting required
CFP strongly preferred
Sufficient knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning
Excellent verbal and written communication skills
Strong interpersonal skills; detail oriented; able to manage many time-sensitive tasks simultaneously
Pro-active self-starter with strong situational awareness, contextual thinking, organizational and presentation skills
Exceptional client consultation skills and ability to 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
Proficient in or able to quickly learn Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and recordkeeping systems
Applicants must be authorized to work for any employer in the U.S.; employment visa sponsorship is unavailable, including CPT/OPT
Reliable high-speed internet with a wired connection and a suitable home workspace required for remote work

Benefits

Comp & perks

Medical, dental, vision and life insurance
Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time — 16 hours per calendar year
Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) open to all
Flexible work environment
Other necessary computer equipment provided