PanAgora Asset Management · 1 week ago
Investment Advisor
United States
Full-time
Remote
Mid Level
$55K/yr - $76K/yr
4+ years expPanAgora Asset Management is committed to transforming financial lives by providing a flexible work environment and opportunities for internal mobility. As an Investment Advisor, you will service individual clients and brokerage customers, providing best interest advice and managing their taxable and IRA accounts.
FinanceFinancial Services
No H1B
Responsibilities
Educate retail clients on the Advisory Services available through their plan to reach their retirement goals
Possess knowledge of the clients' financial goals and be able to explain managed account service offerings
Adhere to compliance/risk procedures and exhibit detailed attention to policy and procedures by focusing on the client's best interest
Will perform aspects of financial planning for customer
Perform mutual fund, equity, bond, ETF, Muni and, CD trades
Uncover leads and opportunities to hand off to the Wealth Advisor Team
Drive new business opportunities
Deliver an efficient and responsive client experience by taking ownership, delivering accurate information, and initiating proactive follow up
Qualification
Required
4 + years of financial customer service experience
Brokerage and mutual fund trading experience
FINRA Series 7, 63 & 65 required
FINRA fingerprinting required
Strong written, verbal, and presentation skills
Retail, IRA. and/or 401K customer service experience
Preferred
Bachelors 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.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Eric Hevering Sorensen
CEO
Recent News
2025-10-31
2025-08-14
2025-07-04
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