Senior Private Wealth Advisor, Practice Lead - Florida region

<img src="https://we-work-remotely.imgix.net/logos/0171/5405/logo.gif?ixlib=rails-4.0.0&w=50&h=50&dpr=2&fit=fill&auto=compress" /> <p> <strong>Headquarters:</strong> FL Miami - Remote <br /><strong>URL:</strong> <a href="http://empower.com">http://empower.com</a> </p> <div><p>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. 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.</p><p>Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.</p><p><i><b>The Ideal candidate lives in the metro Orlando or Miami areas and is excited to meet with clients in person, if needed.</b></i></p><p></p><p><i><b>**This position offers a competitive bonus opportunity in addition to the base salary**</b></i></p><p></p><p>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. </p><p></p><p>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. Private Wealth Advisor – Practice Lead, you bring that mission and vision to life—ensuring that every client interaction is Easy, Personal, and Enlightening. </p><p></p><p>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. </p><p></p><p>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. </p><p></p><p><b>What You Will Do</b></p><ul><li>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</li><li>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</li><li>Comprehensive relationship management to be conducted via phone, email, and virtual meetings. Engagement is both proactive and reactive.</li><li>Retain assets under management and garner additional assets through diligent communication, proactive education, and unfailing responsiveness.</li><li>Act as liaison between clients & various internal groups/departments within Empower Personal Wealth to serve clients.</li><li>An ability to clearly explain the ‘Personal Strategy’ investment strategy; recommend, implement, and review investment strategies that align with clients’ risk tolerance and financial objectives, and engage with clients on portfolio, market, and economic discussions.</li><li>Provide clients with holistic financial planning on a large variety of subjects, including areas such as retirement planning, income optimization, tax-advantaged savings strategies, and education planning. This role will collaborate with Financial Planning Specialists on complex issues or comprehensive financial plans.</li><li>Effectively coordinate with advisory team and various EPW stakeholders for client-related requests.</li><li>Willingness and ability to effectively delegate, coach, train, and develop colleagues and resources.</li></ul><ul><li>Travel required to meet with clients face-to-face and build strong relationships.</li></ul><p></p><p><b>What You Will Bring</b></p><ul><li>10+ years related work experience in financial services and client experience</li><li>Previous experience with direct client contact while exhibiting a knowledgeable, professional demeanor is required.</li><li>Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning</li><li>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</li><li>Exceptional at delivering effective client consultations – always composed, professional, and skilled at establishing trust and building long-term client relationships</li><li>Proven ability to navigate multiple client needs, deliver on multi-product goals, and analyze and present investment portfolios to client