Senior Branch Financial Advisor

Base Pay Range$140,000.00/yr - $160,000.00/yr Additional CompensationAnnual Bonus OverviewThe 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. ResponsibilitiesMeet with Empower clients, participants and prospects in person to understand their goals and provide personalized financial adviceOffer solutions for a wide range of needs: retirement income planning, education savings, investing, risk management, and moreHelp clients make confident decisions about consolidating outside assets (typically over $100K) into Empower-managed accountsUse Empower’s planning tools and digital experience to create clear, actionable financial plansProvide workplace participants—particularly those approaching retirement or facing complex financial questions—with tailored guidance beyond their plan benefitsBe an expert on the full suite of wealth capabilities, products, and servicesCollaborate with plan sponsors, internal advisors, and Relationship Management to identify participants who may benefit from working with a Senior AdvisorPartner with the Branch Director to drive the branch’s success and provide leadership supportCollaborate with Empower’s Relationship Management and operations teams to ensure smooth onboarding and excellent client serviceTrack client progress and maintain accurate records using Salesforce CRMParticipate in local community outreach and educational events to promote Empower’s missionSupport junior advisors through informal coaching or mentorship QualificationsBachelor's degree or an equivalent combination of education and professional work experience5+ years of experience in financial planning, investment advising, or wealth managementFINRA Series 7, 63, 65 (or 66) registrations within established timelinesConfidence in working with high-net-worth individuals and complex financial situationsClear, engaging communication and listening skillsStrong knowledge of investments, retirement plans, and financial planning principlesFINRA fingerprinting required upon hire What Will Set You ApartMBA preferredCRPC or CFP preferredTrack record of strong performance to KPIs in prior licensed Advisory positions Seniority LevelMid-Senior level Employment TypeFull-time Job FunctionCustomer Service and Finance #J-18808-Ljbffr