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 dedicated client team, partnering with a Wealth Advisor and Client Experience Specialist.

• Establish enduring relationships with a specific portfolio of high net worth Empower clients.

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

• Manage client interactions via phone, email, and virtual meetings, addressing needs proactively and reactively.

• Maintain assets under management while attracting additional assets through effective communication, education, and responsiveness.

• Serve as the liaison between clients and various Empower Personal Wealth groups and departments.

• Clarify the Personal Strategy investment approach and suggest, execute, and assess strategies aligned with clients’ risk tolerance and financial goals.

• Involve clients in discussions regarding their portfolios, market trends, and economic outlook.

• Offer comprehensive financial planning that includes retirement strategies, income optimization, tax-advantaged savings plans, and education funding.

• Collaborate with Financial Planning Specialists to address complex matters and develop thorough financial plans.

• Coordinate with advisory team members and EPW stakeholders for client-related inquiries.

• Mentor, coach, train, and develop colleagues and available resources.

• Travel to engage with clients in person and cultivate strong relationships.

⛳️ Requirements

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

• Prior direct client interaction demonstrating a knowledgeable and professional demeanor.

• In-depth understanding of wealth management strategies, financial planning, tax and income optimization, and estate planning.

• Excellent verbal and written communication abilities along with strong interpersonal skills.

• Detail-oriented with the capacity to manage numerous time-sensitive tasks simultaneously.

• Self-motivated with situational awareness and contextual understanding.

• Strong organizational and presentation capabilities.

• Outstanding client consultation skills with the ability to build trust and foster long-term relationships.

• Competence in managing diverse client demands, achieving multi-product objectives, and analyzing and presenting investment portfolios.

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

• Proven success with high-net-worth clients, complex planning, NPS, and client retention.

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

• FINRA Series 65 certification is mandatory.

• FINRA fingerprinting is required.

• CFP designation is strongly preferred.

• Must be located within the Miami or Tampa, Florida area.

• Must have reliable high-speed internet with a wired connection and an appropriate home workspace.

🏝️ Benefits

• Competitive bonus potential in addition to the base salary.

• Flexible work environment.

• Medical, dental, vision, and life insurance coverage.

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

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

• Business-casual workplace that allows for jeans.

• Generous paid time off upon hire, featuring a paid time off program along with ten paid company holidays and three floating holidays each calendar year.

• Paid volunteer time totaling 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) that promote inclusion and collaboration across our business and within the communities where we live, work, and play.

• Reliable high-speed internet and necessary computer equipment provided.