Senior Branch Financial Advisor - Boston, MA Investor Center

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 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 advic

• 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 

• FINRA Series 7, 63 registrations & 65 or 66, CRPC or CFP required within corporate-established timelines

• FINRA fingerprinting required 

• 5+ years of experience in financial planning, investment advising, or wealth management

• 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 

What Will Set You Apart

• MBA 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

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• 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