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.

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 • Drug-free workplace

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.

Job Posting End Date at 12:01 am on:
01-13-2026

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