PanAgora Asset Management · 5 hours ago
Retirement Plan Counselor- Memphis
United States
Full-time
Remote
Mid Level
$60K/yr - $84K/yr
3+ years expPanAgora Asset Management is focused on transforming financial lives and offers a flexible work environment. The Retirement Plan Counselor will assist individuals in building a healthy retirement and planning their financial future by developing strategic relationships and conducting meetings and webinars.
FinanceFinancial Services
No H1B
Responsibilities
Develop strategic relationships with site contacts within their assigned territory
Meet with participants virtually and conduct webinars in addition to meeting with them in person on topics such as: features and benefits of the employer sponsored Defined Contribution (DC) retirement plan(s) and retirement readiness
Work closely with internal business partners delivering increased client value
Act as the "voice of the customer" by relaying important client feedback obtained during on-site visits to the appropriate Retirement Services area (e.g., Marketing, Sales, Client services, Transition Team)
Qualification
Required
Minimum 3 - 5 years financial services/retirement experience
Satisfy service level agreements for the plan as well as achieve business results
Possess a comprehensive knowledge of mutual funds/separate accounts, with an understanding of the risk/reward trade off for all securities
FINRA Series 6 & 63 licenses required
Preferred
Be well versed in Deferred Compensation and Defined Contribution Plans as well as retirement planning concepts
Strong presentation skills
Have experience with a consultative needs-based approach helping people plan for retirement
Ability to work independently; results-oriented
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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