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PanAgora Asset Management · 1 day ago

Financial Advisor & Planner – Investor Services

United States

Full-time

Remote

Mid Level

$60K/yr - $84K/yr

PanAgora Asset Management is dedicated to transforming financial lives through a flexible work environment and a focus on employee well-being. The Financial Advisor & Planner role involves assisting clients with a wide range of financial matters, particularly in the Investment Services Category, while providing exceptional client experience and satisfaction.

FinanceFinancial Services

No H1B

Responsibilities

Provide an extremely high level of service to our Empower Personal Wealth clients, retaining assets under management and garnering additional assets through diligent communication, proactive education, and unfailing responsiveness

Provide proactive and reactive comprehensive relationship management via phone conversations, and email communication

Act as liaison between clients & various internal groups/departments to serve clients

Discuss portfolio, market, and economic discussions

Provide clients with holistic financial planning on a large variety of subjects, including areas such as retirement planning, savings strategies, and education planning

Collaborate with financial planning specialists on complex planning issues or comprehensive financial plans

Effectively coordinate with operational teams for client-related administrative issues

Qualification

FINRA Series 7FINRA Series 63FINRA Series 65Financial planningInvestment products knowledgeRelationship managementCommunication skillsOrganizational skillsInterpersonal skills

Required

Bachelor's degree or higher in business, finance, or related field

FINRA Series 7, 63, and 65 registrations required

FINRA fingerprinting required upon hire

Preferred

High-level knowledge of current investment products and industry services

Exceptional verbal and written communication skills

Proven track record in relationship management and customer satisfaction

Ability to compare and contrast the benefits and suitability of different investment options and products

Excellent operational and organizational skills, with the ability to efficiently multi-task within a fast-paced environment

Strong interpersonal skills, team-oriented, and collaborative

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.

Founded in 1989