Empower Retirement: Senior Private Wealth Advisor, Practice Lead - Florida region
Headquarters: FL Miami - Remote
URL: http://empower.com
About the Role
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
The Ideal candidate lives in the metro Orlando or Miami areas and is excited to meet with clients in person, if needed.
This position offers a competitive bonus opportunity in addition to the base salary.
The Senior Private Wealth Advisor, Practice Lead plays a vital role in helping clients achieve long-term financial success by serving as a trusted advisor and primary point of contact for high-net-worth client households. This role is focused on retaining and growing net assets over time by delivering proactive, tailored financial advice through a highly personal and strategic approach.
This role requires a natural leader, someone who can confidently serve as the lead advisor within a dedicated client practice team, which includes a Wealth Advisor and a Client Experience Specialist. While not a people management position, this role will set the tone for how the team shows up for clients: leading with empathy, clarity, and insight to deliver a first-class experience.
What You Will Do
- Serve as the lead advisor within a dedicated client team, working in close collaboration with a Wealth Advisor and Client Experience Specialist to build lasting relationships with a dedicated book of high net worth Empower clients.
- Provide a first-in-class client experience servicing needs related to client onboarding, financial planning, and investor education.
- Collaborate with your advisory team resources to grow and maintain strong long-term relationships with highly valued clients.
- Conduct comprehensive relationship management via phone, email, and virtual meetings (proactive and reactive).
- Retain assets under management and garner additional assets through diligent communication, proactive education, and unfailing responsiveness.
- Act as a liaison between clients and various internal groups/departments within Empower Personal Wealth.
- Clearly explain the ‘Personal Strategy’ investment strategy; recommend, implement, and review investment strategies that align with clients’ risk tolerance and financial objectives.
- Provide clients with holistic financial planning on a large variety of subjects, including retirement planning, income optimization, tax-advantaged savings strategies, and education planning.
- Effectively coordinate with the advisory team and various EPW stakeholders for client-related requests.
- Demonstrate a willingness and ability to effectively delegate, coach, train, and develop colleagues and resources.
- Travel required to meet with clients face-to-face and build strong relationships.
What You Will Bring
- 10+ years related work experience in financial services and client experience.
- Previous experience with direct client contact while exhibiting a knowledgeable, professional demeanor.
- 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 with strong situational awareness, contextual thinking, and organizational/presentation skills.
- Exceptional at delivering effective client consultations—always composed, professional, and skilled at establishing trust.
- Proven ability to navigate multiple client needs, deliver on multi-product goals, and analyze/present investment portfolios.
- Proficient in or ability to quickly learn: Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary/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.
What We Offer
- 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.
- Generous paid time off upon hire, including ten paid company holidays and three floating holidays.
- Paid volunteer time: 16 hours per calendar year.
- Leave of absence programs: including paid parental leave, paid short- and long-term disability, and FMLA.
- Business Resource Groups (BRGs) to facilitate inclusion and collaboration.
Compensation
Base Salary Range: $114,000.00 - $165,300.00
The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary based upon geographic location, work experience, education, licensure requirements, and/or skill level.
Additional Requirements
For remote and hybrid positions, you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable, or DSL. Other necessary computer equipment will be provided.
Job Posting End Date: 06-23-2026
To apply: Click here to apply via We Work Remotely
Empower is an equal opportunity employer and a drug-free workplace.