Empower - Senior Private Wealth Advisor, Practice Lead (Florida)

About Empower

Empower's vision is to transform financial lives by giving people the freedom to transform their own. We foster a flexible work environment, fluid career paths, and celebrate internal mobility. We recognize the importance of purpose, well-being, and work-life balance, working to create a welcoming and inclusive environment. Empower 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.

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.

About the Role

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 focuses on retaining and growing net assets through proactive, tailored financial advice delivered with a personal and strategic approach. Empower's mission is to empower financial freedom for all, and our vision is to transform financial lives through advice, people, and technology. As a Sr. Private Wealth Advisor – Practice Lead, you will ensure every client interaction is Easy, Personal, and Enlightening.

This role requires a natural leader who can confidently serve as the lead advisor within a dedicated client practice team, including a Wealth Advisor and a Client Experience Specialist. While not a people management position, this role will set the tone for how the team engages with 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 our clients.

What You Will Do:

• Serve as the lead advisor within a dedicated client team, collaborating with a Wealth Advisor and Client Experience Specialist to build lasting relationships with a 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 advisory team resources to grow and maintain strong long-term relationships.
• Conduct comprehensive relationship management via phone, email, and virtual meetings, with both proactive and reactive engagement.
• Retain assets under management and garner additional assets through diligent communication, proactive education, and unfailing responsiveness.
• Act as a liaison between clients and various internal groups/departments within Empower Personal Wealth.
• Clearly explain the 'Personal Strategy' investment strategy, recommend, implement, and review investment strategies aligned with clients’ risk tolerance and financial objectives, and engage with clients on portfolio, market, and economic discussions.
• Provide clients with holistic financial planning on subjects including retirement planning, income optimization, tax-advantaged savings strategies, and education planning. Collaborate with Financial Planning Specialists on complex issues or comprehensive financial plans.
• Effectively coordinate with the advisory team and various Empower Personal Wealth stakeholders for client-related requests.
• Willingness and ability to effectively delegate, coach, train, and develop colleagues and resources.
• Travel required to meet with clients face-to-face and build strong relationships.

What You Will Bring:

• 10+ years of related work experience in financial services and client experience.
• Previous experience with direct client contact, exhibiting a knowledgeable and professional demeanor.
• 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; proactive self-starter; strong situational awareness and contextual thinking; strong organizational and presentation skills.
• Exceptional client consultation skills – 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.

What We Offer You:

• 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 (jeans permitted).
• Generous paid time off upon hire – including PTO 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).

Base Salary Range: $114,000.00 - $165,300.00

The salary range is for the base salary. Non-sales positions may participate in a bonus program. Actual compensation offered may vary based on geographic location, work experience, education, licensure requirements, and/or skill level.

Empower is an equal opportunity employer. Drug-free workplace.

Remote and hybrid positions require reliable high-speed internet with a wired connection and a dedicated workspace.

Job Posting End Date: 2026-06-23