Senior Private Wealth Advisor, Practice Lead - Florida region

Overview

The Senior Private Wealth Advisor, Practice Lead serves as a trusted advisor and primary point of contact for high-net-worth client households. This role focuses on retaining and growing assets over time through proactive, tailored financial advice delivered via a highly personal and strategic approach.

This role requires the ability to lead within a dedicated client practice team (including a Wealth Advisor and a Client Experience Specialist) and set the tone for client experience—leading with empathy, clarity, and insight.

Responsibilities

• 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 dedicated book of high-net-worth clients.
• Deliver a first-class client experience across client onboarding, financial planning, and investor education.
• Manage client relationships through proactive and reactive engagement via phone, email, and virtual meetings.
• Retain assets under management and pursue additional assets through diligent communication, proactive education, and responsive service.
• Act as a liaison between clients and internal groups/departments to support client needs.
• Clearly explain the “Personal Strategy” investment strategy and recommend, implement, and review investment strategies aligned with clients’ risk tolerance and financial objectives.
• Engage clients in portfolio, market, and economic discussions.
• Provide holistic financial planning across a range of topics, including retirement planning, income optimization, tax-advantaged savings strategies, and education planning.
• Coordinate with Financial Planning Specialists on complex issues or comprehensive financial plans.
• Coordinate with advisory team members and relevant stakeholders for client-related requests.
• Delegate, coach, train, and develop colleagues and resources as needed.
• Travel to meet with clients face-to-face and build strong relationships.

Requirements

• 10+ years of related work experience in financial services and client experience.
• Previous experience with direct client contact, demonstrating 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, strong interpersonal skills, and strong organizational and presentation skills.
• Detail oriented; able to manage many time-sensitive tasks simultaneously.
• Strong client consultation skills, including 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.
• 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.

Preferred Qualifications

• CFP strongly preferred.

Compensation & Benefits

• Competitive bonus opportunity in addition to the base salary.
• Base salary range: $114,000.00 - $165,300.00.
• 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 (option to wear jeans).
• 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.

Location

• Ideal candidate lives in the metro Miami or Orlando areas and is excited to meet with clients in person, if needed.
• For remote and hybrid positions, reliable high-speed internet with a wired connection and a suitable place to work at home with limited disruption are required (fiber, cable, or DSL). Other necessary computer equipment will be provided. Work in the office may be required if the home work environment and internet connection are not adequate.

Additional Information

• Job posting end date: 11-14-2026 (12:01 am).

Equal Opportunity

Equal opportunity employer and drug-free workplace. All individuals are encouraged to apply and will receive consideration without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.