Premier Wealth Advisor - Personal Strategy - Tampa FL area

Overview

This role is for an advisor serving Empower Private Clients with $5M or more in assets under management as part of a dedicated client practice team. Working in partnership with the Practice Lead and the Client Experience Specialist, you will help deliver a high-touch, highly personalized experience designed to support the complex needs of high-net-worth and ultra-high-net-worth households.

Ideal candidate location/fit: Must live in the Tampa or north/central Florida area and be excited to meet with clients in person when needed.

Responsibilities

• Deliver a personalized, high-touch client experience for clients with $5M+ in assets under management, supporting both proactive and reactive engagements related to onboarding, financial planning, and investment strategy.
• Lead clients through key planning milestones and campaign-driven outreach in partnership with your practice team, ensuring a seamless and proactive experience.
• Strengthen client relationships by managing ongoing communications, anticipating needs, and serving as a consistent point of contact in coordination with your Practice Lead and Client Experience Specialist.
• Identify planning opportunities based on client conversations and data insights; lead information-gathering to support timely and relevant recommendations.
• Provide financial planning tailored to each client’s unique goals—delivering guidance independently or in collaboration with your practice team, depending on complexity and client preference.
• Support implementation and monitoring of investment strategies aligned with client objectives and risk profiles; stay current on market developments, economic conditions, and regulatory changes.
• Partner with Portfolio Management to support account customization, client requests, and relationship clearance.
• Participate in monthly audit reviews and collaborate with internal stakeholders across Empower Personal Wealth to ensure compliance and operational excellence.
• Attend and contribute to in-person client meetings as needed to build trust and deepen relationships between clients and the practice team.

Requirements

• Bachelor Degree in Business or related discipline or equivalent experience
• 7+ years related work experience in financial services and client experience
• FINRA Series 65 required
• FINRA fingerprinting required
• Sufficient 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 with strong situational awareness and contextual thinking
• Strong organizational and presentation skills
• Exceptional ability to deliver effective client consultations: 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 able to quickly learn: Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and recordkeeping systems

Preferred Qualifications

• CFP strongly preferred

Compensation & Benefits

• Base Salary Range: $96,100.00 - $135,700.00
• 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
• Medical, dental, vision and life insurance
• Tuition reimbursement up to $5,250/year
• Business-casual environment (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) open to all
• 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.
• 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.

Location

• Tampa or north/central Florida area (with in-person client meetings when needed)

For remote and hybrid positions, you will be required to provide reliable high-speed internet with a wired connection and a place in your home to work with limited disruption. Connectivity must be from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.

Work Authorization

Applicants must be authorized to work for any employer in the U.S. The employer is unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.

Application / Posting Notes

• Job Posting End Date: 11-14-2026 at 12:01 am