Wealth Advisor - Wealth Management / Personal Strategy- Boston region

Empower; Massachusetts; On-site; USD 72,200 - 101,975; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) plan with company matching

Tuition reimbursement

Paid volunteer time

Job summary

A financial services company located in Massachusetts seeks a Wealth Advisor to provide excellent client experiences and manage relationships. This role involves delivering financial planning services, coordinating ongoing reviews, and expanding client relationships. The ideal candidate should have a Bachelor's degree, over 4 years of relevant experience, and strong skills in financial acumen and communication. Competitive salary and benefits are included, fostering a supportive work environment for personal and professional growth.

Qualifications

• 4+ years related work experience in financial services.
• Demonstrated knowledge of wealth management strategies.
• Proven ability to navigate multiple client needs.

Responsibilities

• Provide a best-in-class client experience through proactive engagements.
• Collaborate with advisory team to grow client relationships.
• Present financial planning deliverables to clients.

Skills

Relationship management

Financial acumen

Organizational skills

Effective communication

Education

Bachelor degree in Business or related discipline

Tools

Salesforce

Microsoft Office Suite

Job description

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 Wealth Advisor is an essential member of a dedicated client practice team servicing Empower Personal Strategy clients who reside in the Boston area.

In partnership with the Practice Lead and the Client Experience Specialist, this role will help deliver a high-touch, highly personalized experience designed to support our clients.

Responsibilities will focus on relationship management and delivering thoughtful, strategic planning conversations. The role will coordinate ongoing financial reviews, support the execution of planning campaigns, and help identify opportunities to deepen relationships and expand wallet share within an elite client base. This role is designed for a detail-oriented and proactive advisor who brings deep curiosity, strong financial acumen, and a commitment to delivering an experience that is Easy, Personal, and Enlightening—an essential part of our mission to empower financial freedom for all and our vision to transform financial lives through advice, people, and technology.

What You Will Do

• Provide a best-in-class client experience through servicing proactive and reactive client engagements related to client onboarding, financial planning, and investor education
• Lead clients through optimal experience by effective management of outreach campaigns and Financial Planning milestones
• Client relationship management: collaborate with your advisory team to grow and maintain strong long-term relationships with highly valued clients
• Identify and drive planning opportunities and coordinate financial planning information gathering
• Financial planning & analysis: provide comprehensive financial planning services tailored to clients’ individual needs and goals. Present planning deliverables individually or alongside your advisory team
• Investment management: recommend, implement, and review investment strategies that align with clients’ risk tolerance and financial objectives. Remain informed about market trends, economic conditions, and regulatory changes impacting investments
• Assist with monthly audit reviews in collaboration with various EPW stakeholders
• Collaborate with Portfolio Management to drive relationship clearance, manage customization, and accommodate client requests

What You Will Bring

• Bachelor degree in Business or related discipline or equivalent experience
• 4+ years related work experience in financial services
• Demonstrated knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning
• Experience managing a book of clients in the wealth management arena
• Detail oriented and able to manage many time-sensitive tasks simultaneously
• Strong organizational and presentation skills
• Exceptional at delivering effective client consultations – always composed, professional, and skilled at establishing trust and building long‑term client relationships
• Proven ability to navigate multiple client needs, deliver on multi‑product goals, and analyze and present investment portfolios to clients
• FINRA Series 65 required
• FINRA fingerprinting required upon hire
• Ability to meet clients in person in the Greater Boston area

What Will Set You Apart

• Ability to thrive in a fast‑paced, growing and evolving business
• Excellent verbal and written communication skillsPro‑active self‑starter, strong situational awareness and contextual thinking
• Proficient in, or ability to quickly learn, Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and record‑keeping systems

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

$72,200.00 - $101,975.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non‑sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

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: 03-24-2026

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