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Senior Wealth Advisor & Planner — Personal Strategy; Remote

Remote / Online - Candidates ideally in
Orlando, Orange County, Florida, 32885, USA
Listing for: Empower
Remote/Work from Home position
Listed on 2026-01-11
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Position: Senior Wealth Advisor & Planner — Personal Strategy (Remote)
A leading financial services company in Orlando, FL is seeking a Senior Financial Advisor & Planner to assist clients with comprehensive financial planning and asset management. The role focuses on relationship management with mass affluent clients, requiring a high level of service and the ability to proactively address client needs. The ideal candidate must have the FINRA Series 65 license and demonstrate strong interpersonal and operational skills.

This position offers a collaborative work environment with opportunities for career growth and professional development.
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Position Requirements
10+ Years work experience
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