Senior Private Wealth Advisor, Practice Lead

Empower

. Serve as the lead advisor within a dedicated client team, collaborating with a Wealth Advisor and Client Experience Specialist to build lasting relationships with high-net-worth Empower clients .

Posted 10/27/2026full-timeRemote • Florida • United StatesSenior💰 $114,000 - $165,300 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates advanced knowledge of wealth management strategies, financial planning, and client relationship management, with a strong focus on delivering exceptional client experiences and retaining high-net-worth clients. Proficient in coordinating with advisory teams and utilizing financial planning tools to optimize client portfolios and achieve financial objectives.

Highest-signal resume keywords

Wealth Management StrategiesFinancial PlanningClient Relationship ManagementFINRA Series 65Client Retention

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningTax OptimizationEstate PlanningPortfolio AnalysisInvestment Strategy Implementation

Soft Skills

Verbal CommunicationWritten CommunicationInterpersonal SkillsOrganizational SkillsSituational Awareness

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft OutlookMicrosoft PowerPointSalesforceNetX360

Certifications & Qualifications

FINRA Series 65CFP

Industry Keywords

High-Net-Worth ClientsClient ExperienceFinancial ServicesRetirement PlanningInvestor Education

About the role

Key responsibilities & impact

Serve as the lead advisor within a dedicated client team, collaborating with a Wealth Advisor and Client Experience Specialist to build lasting relationships with high-net-worth Empower clients
Provide a first-in-class client experience for onboarding, financial planning, and investor education
Conduct relationship management via phone, email, and virtual meetings, with proactive and reactive engagement
Retain assets under management and garner additional assets through diligent communication, proactive education, and responsiveness
Act as liaison between clients and internal groups/departments within Empower Personal Wealth
Explain the ‘Personal Strategy’ investment strategy; recommend, implement, and review investment strategies aligned with clients’ risk tolerance and financial objectives
Engage clients on portfolio, market, and economic discussions
Provide holistic financial planning, including retirement planning, income optimization, tax-advantaged savings strategies, and education planning
Collaborate with Financial Planning Specialists on complex issues or comprehensive financial plans
Coordinate with advisory team and EPW stakeholders on client-related requests
Delegate, coach, train, and develop colleagues and resources
Travel to meet with clients face-to-face and build strong relationships

Requirements

What you’ll need

10+ years related work experience in financial services and client experience
Previous experience with direct client contact while exhibiting a knowledgeable, professional demeanor is required
Advanced 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, strong situational awareness and contextual thinking, and strong organizational and presentation skills
Exceptional at delivering effective client consultations – always composed, professional, and skilled at establishing trust and building long-term client relationships
Proven ability to navigate multiple client needs, deliver on multi-product goals, and analyze and present investment portfolios to clients
Proficient in or ability to quickly learn: Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and recordkeeping systems
Demonstrated success with high-net-worth clients, complicated planning, NPS, and client retention
Bachelor’s degree in business or related discipline or equivalent experience
FINRA Series 65 required
FINRA fingerprinting required
CFP strongly preferred
Must reside within the Florida territory

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) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
Competitive bonus opportunity
Reliable high-speed internet with a wired connection and a home workspace with limited disruption for remote work
Necessary computer equipment provided