Senior Private Wealth Advisor, Practice Lead - Florida Region

The Senior Private Wealth Advisor, Practice Lead plays a vital role in helping high-net-worth clients achieve long-term financial success by serving as a trusted advisor and primary point of contact, focusing on retaining and growing assets through tailored financial advice.

Location: FL Miami - Remote

Salary: $114,000.00 - $165,300.00

Responsibilities

• Serve as the lead advisor within a dedicated client team, working with a Wealth Advisor and Client Experience Specialist to build relationships with high-net-worth clients.
• Provide a first-in-class client experience servicing onboarding, financial planning, and investor education.
• Conduct comprehensive relationship management via phone, email, and virtual meetings.
• Retain and grow assets under management through communication, education, and responsiveness.
• Act as liaison between clients and internal groups within Empower Personal Wealth.
• Explain and recommend investment strategies aligned with clients’ risk tolerance and objectives.
• Provide holistic financial planning including retirement, income, tax, and education planning.
• Coordinate with advisory team and stakeholders for client requests.
• Delegate, coach, and develop colleagues and resources.

Requirements

• 10+ years related experience in financial services and client experience.
• Previous experience with direct client contact and professional demeanor.
• Advanced knowledge of wealth management, financial planning, tax, and estate planning.
• Excellent communication, interpersonal, organizational, and presentation skills.
• Ability to establish trust and build long-term relationships with high-net-worth clients.
• Proven ability to manage multiple client needs and analyze investment portfolios.
• Proficient in Microsoft Office, Salesforce, NetX360, and other systems.
• Success with high-net-worth clients, complex planning, and client retention.
• Bachelor’s degree in business or related field or equivalent experience.
• FINRA Series 65 license; fingerprinting required.
• CFP certification preferred.

Benefits

• Medical, dental, vision, and life insurance.
• Retirement savings with 401(k) plan and company match.
• Tuition reimbursement.
• Casual work environment.
• Paid time off and holidays.
• Volunteer and leave programs.
• Inclusion and diversity initiatives.

Additional Information

• Job posting end date: 06-23-2026.