Senior Private Wealth Advisor, Practice Lead - Florida region

Job Overview

com 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.

Job Description

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.

At Empower, our mission is to empower financial freedom for all, and our vision is to transform financial lives through advice, people, and technology. As a Sr.

Key Responsibilities

• *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.
• Private Wealth Advisor – Practice Lead, you bring that mission and vision to life-ensuring that every client interaction is Easy, Personal, and Enlightening.
• 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.
• This is an opportunity to help build a first-class client experience and make a meaningful impact on the financial lives of the clients we serve.
• 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 Comprehensive relationship management to be conducted via phone, email, and virtual meetings.

Required Skills and Qualifications

• 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.
• This is an opportunity to help build a first-class client experience and make a meaningful impact on the financial lives of the clients we serve.
• 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.
• 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 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 #PJPW #PJHTF What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career.
• Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Benefits and Perks

• *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.
• 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 #PJPW #PJHTF What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career.
• 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.
• 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.

Work Location and Schedule

This role is listed as Remote USA with location information shown as Remote USA. The employment type is Full Time.

About the Company

Empower Retirement is the organization connected with this listing. USA Jobs Today displays this opportunity for job discovery only, so applicants should verify company details, application instructions, and eligibility on the official employer website.