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Empower · 5 days ago

Senior Branch Financial Advisor

Boston, MA

Full-time

Onsite

Senior Level

$140K/yr - $160K/yr

5+ years exp

Empower is a financial services company seeking a Senior Branch Financial Advisor to provide personalized financial guidance to clients at their Boston Investor Center. The advisor will meet with clients to deliver holistic financial planning and investment advice, ensuring a high-quality experience while collaborating with cross-functional teams.

Employee BenefitsNon ProfitSocial

Hiring Manager

Benji Goodrich

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 65Retirement plans knowledgeInvestments knowledgeListening skillsSalesforce CRMMBACRPC certificationCFP certificationCommunication skills