Senior Private Wealth Advisor, Practice Lead - Florida region

For our client, we are seeking a Senior Private Wealth Advisor, Practice Lead - Florida region to join the team of a leader in the Finance & Insurance space.
Location: Remote
Compensation: $114,000 – $165,300 annually

Responsibilities

• Serve as the lead advisor within a dedicated client team
• Deliver a first-class client experience through onboarding and financial planning
• Engage clients proactively via phone, email, and virtual meetings
• Retain and grow assets under management through effective communication
• Act as a liaison between clients and internal departments
• Explain investment strategies and align them with client objectives
• Provide holistic financial planning across various subjects
• Coordinate effectively with the advisory team and stakeholders

Qualifications

• 10+ years of experience in financial services and client experience
• Strong interpersonal skills with a professional demeanor in client interactions
• Advanced knowledge of wealth management, financial planning, and estate planning
• Exceptional verbal and written communication skills
• Proven ability to manage multiple client needs and present investment portfolios
• Bachelor's degree in business or related field, or equivalent experience
• FINRA Series 65 required; CFP preferred

Benefits

• Medical, dental, vision, and life insurance
• 401(k) plan with generous company matching contributions
• Tuition reimbursement up to $5,250/year
• Business-casual environment with jeans option
• Generous paid time off including holidays and floating holidays
• Paid volunteer time of 16 hours per year
• Leave of absence programs including paid parental leave and disability
• Business Resource Groups for inclusion and collaboration

Our client is an equal opportunity employer. We encourage you to apply even if you don’t meet every qualification—your background could be exactly what this team needs.