Senior Wealth Advisor & Practice Lead - Wealth Management​/Personal Strategy - Boston region

About Us

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work‑life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Senior Wealth Advisor, Practice Lead plays a vital role in helping Empower's Personal Strategy clients achieve long‑term financial success by serving as a trusted advisor and primary point of contact for mass affluent households, focusing on clients in the Greater Boston area. This role is focused on retaining and growing net assets over time by delivering proactive, tailored financial advice through a highly personal and strategic approach that is Easy, Personal and Enlightening.

• Serve as the lead advisor within a dedicated client team, working in close collaboration with a Wealth Advisor and Client Experience Specialist to build lasting relationships with a dedicated book of Empower clients
• Provide a first‑in‑class client experience servicing needs related to client onboarding, financial planning, and investor education
• Comprehensive relationship management via phone, email, and virtual meetings
• Retain assets under management and garner additional assets through diligent communication, proactive education, and unfailing responsiveness
• Act as the liaison between clients and various internal groups/departments within Empower Personal Wealth to serve clients
• Clearly explain the ‘Personal Strategy’ investment strategy; recommend, implement, and review investment strategies that align with clients’ risk tolerance and financial objectives, and engage with clients on portfolio, market, and economic discussions
• Provide clients with holistic financial planning on a large variety of subjects, including retirement planning, income optimization, tax‑advantaged savings strategies, and education planning
• Effectively delegate, coach, train, and develop colleagues and resources
• Travel to meet with clients face‑to‑face and build strong relationships

• Bachelor degree in business or related discipline or equivalent experience
• 4+ years related work experience in financial services
• Experience with direct client contact while exhibiting a knowledgeable, professional demeanor
• Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning
• Experience managing a book of clients in a wealth management setting
• Exceptional at delivering effective client consultations - always 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
• FINRA Series 65 required
• FINRA fingerprinting required upon hire
• Ability to meet clients in person in the Greater Boston area

• Excellent verbal and written communication skills
• Detail oriented and able to manage many time‑sensitive tasks simultaneously
• Pro‑active self‑starter, strong situational awareness and contextual thinking
• Strong organizational and presentation skills
• Proficient in, or ability to quickly learn, Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX
  360, and other proprietary and record‑keeping systems

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

• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential…