Empower
Senior Branch Financial Advisor - Boston, MA Investor Center
Empower, Boston, Massachusetts, us, 02298
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.
What You Will Do
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
What You Will Bring
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
What Will Set You Apart
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.
What We Offer You
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.
Base Salary Range $131,100.00 - $190,125.00
Equal opportunity employer
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information or any other status protected by applicable state or local law.
For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.
Want the latest money news and views shaping how we live, work and play? Sign up for Empower’s free newsletter and check out The Currency.
#J-18808-Ljbffr
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.
What You Will Do
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
What You Will Bring
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
What Will Set You Apart
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.
What We Offer You
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.
Base Salary Range $131,100.00 - $190,125.00
Equal opportunity employer
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information or any other status protected by applicable state or local law.
For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.
Want the latest money news and views shaping how we live, work and play? Sign up for Empower’s free newsletter and check out The Currency.
#J-18808-Ljbffr