Apply on Employer Site

PanAgora Asset Management · 1 month ago

Financial Planner

United States

Full-time

Remote

Mid, Senior Level

$87K/yr - $123K/yr

3+ years exp

PanAgora Asset Management is dedicated to transforming financial lives through a flexible work environment and a focus on financial wellness. As a Financial Planner, you will provide comprehensive financial guidance to clients, helping them achieve their financial goals through proactive planning and relationship building.

FinanceFinancial Services

No H1B

Responsibilities

Deliver comprehensive, financial plans that drive measurable outcomes for participants within Empower’s dedicated service model

Lead proactive, needs-based conversations to uncover client goals and position appropriate Empower products and services that support their objectives

Provide education and actionable guidance on topics such as managed accounts (My Total Retirement), rollovers, investment allocations, savings strategies, HSAs, and retirement income planning

Act as an Investment Adviser Representative for Empower Advisory Group, offering tailored investment recommendations and leveraging Empower’s managed account platform

Apply the CONSULT model to build trust and guide participants toward clear financial decisions

Conduct outreach to current and former providers to facilitate client-directed transactions and ensure seamless implementation

Document interactions accurately and efficiently using Salesforce and other internal systems

Contribute to a culture of learning by sharing insights, strategies, and success stories with your peers

Deliver a high-touch, ongoing service experience that supports clients before and after retirement

Qualification

Certified Financial PlannerFINRA Series 7FINRA Series 63FINRA Series 65Financial planning experienceSalesforceConsultative selling skillsCommunication skillsOrganizational skillsPresentation skillsTeam collaboration

Required

Bachelor's degree or equivalent combination of education and professional experience

Certified Financial Planner® (CFP®) designation required

FINRA Series 7, 63, and 65 registrations required

FINRA fingerprinting required

Minimum 3 years of experience in financial services or the 401(k) industry

At least 2 years of direct financial planning experience

Proven ability to analyze and communicate a client's complete financial picture, including investments, insurance, tax strategy, education planning, retirement, and estate considerations

Preferred

MBA preferred

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

Boston, Massachusetts, USA

51-200 employees