Private Wealth Advisor

Empower

Private Wealth Advisor helping Empower clients achieve financial freedom through personalized financial planning and investment management. Serving high-value clients remotely within Florida territory.

Posted 8/12/2026full-timeRemote • Florida • 🇺🇸 United StatesMid-LevelSenior💰 $87,400 - $123,400 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial planning, wealth management strategies, and client relationship management, with a strong focus on delivering tailored investment solutions and maintaining long-term client trust. Proficient in utilizing financial tools and technologies to enhance client engagement and optimize financial outcomes.

Highest-signal resume keywords

Financial PlanningWealth Management StrategiesClient Relationship ManagementFINRA Series 65Microsoft Office Suite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningWealth Management StrategiesTax OptimizationEstate PlanningInvestment Strategy ImplementationMarket Trend AnalysisAudit ReviewClient OnboardingRisk Tolerance AssessmentPortfolio Management Collaboration

Soft Skills

Excellent Communication SkillsDetail OrientedProactive Self-StarterOrganizational SkillsClient Consultation Skills

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft OutlookMicrosoft PowerPointSalesforceNetX360Proprietary SystemsRecordkeeping Systems

Certifications & Qualifications

FINRA Series 65CFP Preferred

Industry Keywords

Financial ServicesClient ExperienceInvestment StrategiesRegulatory ChangesEconomic Conditions

About the role

Key responsibilities & impact

Provide a best-in-class client experience through proactive and reactive client engagements related to client onboarding, financial planning, and investor education
Lead clients through outreach campaigns and Financial Planning milestones
Collaborate with the advisory team to grow and maintain long-term relationships with highly valued clients
Provide comprehensive financial planning services tailored to clients’ individual needs and goals
Recommend, implement, and review investment strategies aligned with clients’ risk tolerance and financial objectives
Track market trends, economic conditions, and regulatory changes impacting investments
Assist with monthly audit reviews with internal stakeholders
Collaborate with Portfolio Management to drive relationship clearance, manage customization, and accommodate client requests
Meet with clients in person when needed

Requirements

What you’ll need

Bachelor degree in Business or related discipline or equivalent experience
5+ years related work experience in financial services and client experience
Demonstrated knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning
Excellent verbal and written communication skills, including presentation skills
Detail oriented while managing multiple time-sensitive tasks simultaneously
Proactive self-starter with strong situational awareness and organizational skills
Exceptional client consultation skills and ability to establish trust and build long-term client relationships
FINRA Series 65 required
FINRA fingerprinting required upon hire
CFP preferred
Proficient in or able to quickly learn Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and proprietary and recordkeeping systems
Must be authorized to work for any employer in the U.S.; employment visa sponsorship is unavailable
Must provide reliable high-speed wired internet and a suitable home workspace with limited disruption

Benefits

Comp & perks

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. BRGs are open to all.
Flexible work environment
Other necessary computer equipment will be provided
Bonus program or sales incentives, depending on position and performance