Senior Private Wealth Advisor, Practice Lead

This is a fully remote position, open to applicants in Florida.

📋 Description

• Act as the primary advisor within a specialized client team, partnering with a Wealth Advisor and Client Experience Specialist to foster enduring relationships with high-net-worth Empower clients.

• Deliver an exceptional client experience throughout onboarding, financial planning, and investor education.

• Manage client relationships through phone, email, and virtual meetings, engaging both proactively and reactively.

• Maintain and grow assets under management through effective communication, proactive education, and responsiveness.

• Serve as a bridge between clients and internal departments at Empower Personal Wealth.

• Articulate the ‘Personal Strategy’ investment approach; recommend, implement, and assess investment strategies that align with clients’ risk tolerance and financial goals.

• Involve clients in discussions regarding their portfolio, market trends, and economic factors.

• Provide comprehensive financial planning, which includes retirement planning, income optimization, tax-advantaged savings strategies, and education planning.

• Collaborate with Financial Planning Specialists on intricate issues or extensive financial plans.

• Coordinate with the advisory team and EPW stakeholders on client-related inquiries.

• Mentor, coach, and develop colleagues and resources.

• Travel to meet clients in person and foster strong relationships.

⛳️ Requirements

• Over 10 years of relevant experience in financial services and client engagement.

• Prior experience with direct client interaction, demonstrating a knowledgeable and professional demeanor is essential.

• Advanced understanding of wealth management strategies, financial planning, tax and income optimization, and estate planning.

• Outstanding verbal and written communication abilities; strong interpersonal skills; detail-oriented; capable of managing multiple time-sensitive tasks simultaneously; proactive self-starter with strong situational awareness and organizational skills.

• Highly skilled in delivering effective client consultations – consistently composed, professional, and adept at building trust and long-lasting client relationships.

• Proven capability to address diverse client needs, achieve multi-product goals, and analyze and present investment portfolios to clients.

• Proficient in or able to rapidly learn: Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and recordkeeping systems.

• Demonstrated success working with high-net-worth clients, managing complex planning, achieving NPS, and ensuring client retention.

• Bachelor’s degree in business or a related field, or equivalent experience.

• FINRA Series 65 certification is required.

• FINRA fingerprinting is necessary.

• CFP designation is strongly preferred.

• Must reside within the Florida territory.

🏝️ Benefits

• Medical, dental, vision, and life insurance.

• Retirement savings options – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contributions, and a wide array of investment options.

• Tuition reimbursement of up to $5,250 per year.

• A business-casual environment that allows for wearing jeans.

• Generous paid time off upon hire – including a paid time off program, 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 promote inclusion and collaboration within our organization and the communities where we work, live, and play. BRGs are open to everyone.

• Competitive bonus potential.

• Reliable high-speed internet with a wired connection and a home workspace that minimizes distractions for remote work.

• Necessary computer equipment will be provided.