Senior Branch Financial Advisor - Boston, MA Investor Center

Senior Branch Financial Advisor - Boston, MA Investor Center

3 days ago Be among the first 25 applicants

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, fluid career paths, internal mobility, purpose, well-being, work-life balance. Within Empower and our communities, we work hard to create a welcoming 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 Branch Advisor is a trusted financial partner for Empower customers, delivering personal thoughtful and goal-based financial guidance. Based in our Boston Investor Center, this advisor meets with clients in person to provide holistic financial planning, investment advice and guidance across all stages of life. Whether helping someone grow their savings, consolidate outside accounts, or plan for retirement, this role is about making a meaningful impact—one conversation at a time.

The Senior Branch Advisor works closely with the Branch Director and cross-functional teams to ensure clients receive a consistent high quality experience. This role also serves as a bridge between Empower’s workplace retirement plan clients and retail wealth solutions—helping participants make the most of their workplace benefits while exploring opportunities beyond the plan.

• Meet with Empower clients, participants and prospects in person to understand their goals and provide personalized financial advice
• Offer solutions for a wide range of needs: retirement income planning, education savings, investing, risk management, and more
• Help clients make confident decisions about consolidating outside assets (typically over $100K) into Empower-managed accounts
• Use Empower’s planning tools and digital experience to create clear actionable financial plans
• Provide workplace participants—particularly those approaching retirement or facing complex financial questions—with tailored guidance beyond their plan benefits
• Be an expert on the full suite of wealth capabilities, products and services
• Collaborate with plan sponsors, internal advisors and Relationship Management to identify participants who may benefit from working with a Senior Advisor
• Partner with the Branch Director to drive the branch’s success and provide leadership support
• Collaborate with Empower’s Relationship Management and operations teams to ensure smooth onboarding and excellent client service
• Track client progress and maintain accurate records using Salesforce CRM
• Participate in local community outreach and educational events to promote Empower’s mission
• Support junior advisors through informal coaching or mentorship

• Bachelor's degree or an equivalent combination of education and professional work experience
• 5+ years of experience in financial planning, investment advising, or wealth management
• FINRA Series 7, 63, 65 (or 66) registrations within established timelines
• Confidence in working with high-net-worth individuals and complex financial situations
• Clear engaging communication and listening skills
• Strong knowledge of investments, retirement plans, and financial planning principles
• FINRA fingerprinting required upon hire

• MBA preferred
• CRPC or CFP preferred
• Track record of strong performance to KPIs in prior licensed Advisory positions

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 company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays…