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Empower · 4 days ago

Senior Branch Financial Advisor - Boston, MA Investor Center

Boston, MA

Full-time

Onsite

Senior Level

$131K/yr - $190K/yr

5+ years exp

Empower is committed to transforming financial lives by providing a flexible work environment and celebrating internal mobility. The Senior Branch Advisor is a trusted financial partner who delivers personalized financial guidance to clients, focusing on holistic financial planning and investment advice across various life stages.

Employee BenefitsNon ProfitSocial

No H1B

Responsibilities

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

Qualification

Financial planningInvestment advisingWealth managementFINRA Series 7FINRA Series 63FINRA Series 65Salesforce CRMListening skillsMBACRPCCFPCommunication skills

Required

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

Preferred

MBA preferred

CRPC or CFP preferred

Track record of strong performance to KPIs in prior licensed Advisory positions

Benefits

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 and three floating holidays each calendar year

Paid volunteer time — 16 hours per calendar year

Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)

Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.