PanAgora Asset Management · 1 month ago
Financial Consultant
United States
Full-time
Remote
Entry Level
$52K/yr - $64K/yr
1+ years expPanAgora Asset Management is part of Empower Retirement, which envisions transforming financial lives by fostering a flexible work environment. As a Financial Consultant in the Retirement Plan Advisory Team, you will provide guidance to customers on retirement savings options and help them navigate their employer-sponsored retirement accounts.
FinanceFinancial Services
No H1B
Responsibilities
Provide over the phone guidance at key life moments to our customer, such as starting or ending employment regarding their employer-sponsored retirement account
Discuss available account options, such as 401K and IRAs, to align to customer’s retirement savings goals
Educate our customers on information specific to their retirement plan, comparing options to best support their savings goals
Focus on deepening customer’s relationship with Empower
Qualification
Required
Bachelor's degree or an equivalent combination of education and professional work experience
Minimum of 1 year experience in performance/goal-oriented roles, ideally in asset growth and retention
Current FINRA licenses and/or ability to successfully obtain FINRA 7, 63 & 65 (or 66) registrations within corporate-established timelines and complete FINRA fingerprinting upon hire
Motivated, self-starter with the ability to learn new information quickly and independently
Demonstrated relationship management and customer service skills
Problem-solving skills and ability to engage with customers, ask questions, share thoughts & offer solutions
Preferred
Previous experience with inbound and/or phone-based consultation
Proficiency with Microsoft Suite of Products (Word, Excel, PowerPoint, Excel, etc.)
Ability to quickly learn new systems and prior experience with SalesForce a plus
Good understanding of IRAs, retirement investment products/services and the qualified retirement plan environment
A growth mindset to meet company and team goals
Benefits
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.
Company
PanAgora Asset Management
PanAgora Asset Management is a quantitative investment manager whose proprietary approach is designed to capitalize on inefficiencies across market cycles and to deliver relative and absolute returns through distinct and innovative equity, multi-asset and risk premia strategies.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Eric Hevering Sorensen
CEO
Recent News
2025-10-31
2025-08-14
2025-07-04
Company data provided by crunchbase