Senior Private Wealth Advisor, Practice Lead

Empower

Senior private wealth advisor leading high-net-worth client practices for Empower, a financial services company. Delivering holistic planning, investment guidance, and relationship growth across Miami-area clients.

Posted 8/12/2026full-timeRemote • Florida • 🇺🇸 United StatesSenior💰 $114,000 - $165,300 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates advanced knowledge of wealth management strategies, financial planning, and client relationship management, with a strong focus on delivering exceptional client experiences and retaining high-net-worth clients. Proficient in coordinating with advisory teams and providing holistic financial planning solutions tailored to client needs.

Highest-signal resume keywords

10+ Years Experience In Financial ServicesAdvanced Knowledge Of Wealth Management StrategiesExceptional Client Consultation SkillsFINRA Series 65CFP Preferred

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningTax OptimizationEstate PlanningPortfolio AnalysisClient Retention StrategiesWealth ManagementInvestment Strategy ImplementationClient OnboardingNPS SuccessMulti-Product Goal Delivery

Soft Skills

Excellent Verbal CommunicationStrong Interpersonal SkillsDetail OrientedOrganizational SkillsProactive Self-Starter

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft OutlookMicrosoft PowerPointSalesforceNetX360Proprietary SystemsRecordkeeping Systems

Certifications & Qualifications

FINRA Series 65FINRA FingerprintingCFP Preferred

Industry Keywords

High-Net-Worth ClientsClient ExperienceFinancial ServicesHolistic Financial PlanningClient Relationship Management

About the role

Key responsibilities & impact

Serve as the lead advisor within a dedicated client team, collaborating with a Wealth Advisor and Client Experience Specialist
Build lasting relationships with a dedicated book of high net worth Empower clients
Provide a first-in-class client experience covering client onboarding, financial planning, and investor education
Manage client relationships through phone, email, and virtual meetings, both proactively and reactively
Retain assets under management and garner additional assets through communication, education, and responsiveness
Act as liaison between clients and internal Empower Personal Wealth groups and departments
Explain the Personal Strategy investment strategy and recommend, implement, and review strategies aligned with clients’ risk tolerance and financial objectives
Engage clients in portfolio, market, and economic discussions
Provide holistic financial planning covering retirement planning, income optimization, tax-advantaged savings strategies, and education planning
Collaborate with Financial Planning Specialists on complex issues and comprehensive financial plans
Coordinate with advisory team members and EPW stakeholders on client-related requests
Delegate, coach, train, and develop colleagues and resources
Travel to meet clients face-to-face and build strong relationships

Requirements

What you’ll need

10+ years of related work experience in financial services and client experience
Previous direct client contact with 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 and strong interpersonal skills
Detail oriented and able to manage many time-sensitive tasks simultaneously
Pro-active self-starter with situational awareness and contextual thinking
Strong organizational and presentation skills
Exceptional client consultation skills and ability to establish trust and build long-term relationships
Ability to navigate multiple client needs, deliver on multi-product goals, and analyze and present investment portfolios
Proficiency in or ability to quickly learn Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and 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
Must reside within the Miami or Tampa, Florida territory
Reliable high-speed internet with a wired connection and a suitable home workspace

Benefits

Comp & perks

Competitive bonus opportunity in addition to the base salary
Flexible work environment
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
Reliable high-speed internet and necessary computer equipment provided