PanAgora Asset Management · 2 hours ago
Financial Advisor & Planner - Personal Strategy
United States
Full-time
Remote
Mid Level
$60K/yr - $84K/yrPanAgora Asset Management is a company focused on transforming financial lives through a flexible work environment and career paths. The Financial Advisor & Planner on the Personal Strategy team assists clients with a variety of financial matters, providing guidance on portfolio strategies and comprehensive relationship management.
FinanceFinancial Services
No H1B
Responsibilities
Provide an extremely high level of service to Empower Personal Wealth clients, retaining assets under management and garnering additional assets through diligent communication, proactive education, and unfailing responsiveness
Take the lead on comprehensive relationship management via phone conversations, email communication, and in-person meetings
Act as a liaison between clients and Empower's Investment Committee, explaining investment strategy and engaging in portfolio, market, and economic discussions
Deliver client education on investment philosophy and capital market functionality
Assist clients with financial planning in areas such as retirement planning, savings strategy, and education planning
Work with the Financial Planning Specialist Team, who assist clients & advisors with more complex planning issues
Coordinate with the Operations Team on client-related administrative issues
Qualification
Required
Bachelor's degree or extensive industry experience required
Experience with direct high-net worth client communication within the investment advisory field
High-level knowledge of current investment products and industry services
Proven track record in relationship management and customer satisfaction
FINRA Series 65 required
Preferred
CFP® preferred
The 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
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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