Empower Retirement, LLCHiring

Senior Private Wealth Advisor, Practice Lead

  • Remote, United States
  • Lead
  • Posted 7 days ago
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In one line

Senior Private Wealth Advisor, Practice Lead is a remote role in the United States at a large financial services firm.

About the role

A dedicated practice team of three, made up of a wealth advisor and a client experience specialist. The job is about keeping and growing client assets through steady, personal advice.

At a glance

Pay
Not stated in the posting
Remote scope
Remote, United States
Seniority
Lead
Skills
Financial planning, Investment strategy, Relationship management
Posted
28 Oct 2026
Last checked
3 Nov 2026

What you will do

  • Act as lead advisor for a book of high-net-worth households, alongside a wealth advisor and a client experience specialist
  • Handle onboarding, financial planning and investor education, and keep relationships going by phone, email and video
  • Keep assets in place and bring in more through regular contact, clear explanations and fast replies
  • Explain the firm's personal strategy approach and review portfolios against each client's risk tolerance and goals
  • Cover planning topics such as income, tax-advantaged savings and education, and loop in specialists on complex cases

What they look for

  • Lives in the Miami or Orlando metro area and is glad to meet clients face to face when it helps
  • Can lead a client team by setting the tone, without managing staff directly
  • Confident discussing markets, portfolios and economic issues with clients
  • Comfortable coordinating with internal departments to get client issues resolved

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Questions about this job

Is this a remote job, and where can I work from?

Yes, it is listed as remote, aimed at candidates in the United States.

What does this job pay?

No pay range is stated in the posting.

What experience is needed?

It is a lead role. The posting asks for: lives in the Miami or Orlando metro area and is glad to meet clients face to face when it helps; can lead a client team by setting the tone, without managing staff directly; confident discussing markets, portfolios and economic issues with clients. Skills it names include Financial planning, Investment strategy, Relationship management.

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Click Apply with Keywordise AI, create an account and upload your CV. Your CV and cover letter are written for this job from what you have really done, then Keywordise applies for you. Trial: 7 days, no card.

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