PanAgora Asset Management · 16 hours ago
Planning Consultant
United States
Full-time
Remote
New Grad, Entry Level
$55K/yr - $76K/yrEmpower Retirement is dedicated to transforming financial lives and offers a flexible work environment. The Planning Consultant engages customers in personalized consultations to enhance relationships and provide tailored financial planning services.
FinanceFinancial Services
No H1B
Responsibilities
Develop relationships with clients through proactive outreach and helpful experiences
Interact and help customers who are past onboarding to deepen relationships and encourage interaction with our advisors and planners
Partner with planners and advisors through referrals to ensure that we deliver meaningfully differentiated experiences based on customer needs
Manage a queue of outbound tasks to engage clients around their available financial planning options, help with immediate needs, and set the next step for their interactions with Empower
Handle inbound calls and scheduled appointments as needed to orient customers, help enroll in financial planning, and perform planning reviews
Uses online planning tools and conversation guides to enhance conversations and experiences
Support Empower Financial planners in plan development and implementation
Meet monthly performance expectations and implement coaching to achieve goals
Advance your career through internal development opportunities
Qualification
Required
Bachelor's degree or an equivalent combination of education and professional work
FINRA Series 7, 63, & 65 or equivalent required within corporate-established timelines
FINRA fingerprinting required
Previous experience in inbound and outbound phone roles
Consultative skills to understand needs and present customer-focused solutions
Demonstrated success in performance roles or other similar experience
Experience managing multiple priorities and ability to handle stressful situations and customer interactions consistently
Suitable at-home space to focus on work and be on camera in meetings
Preferred
Candidates with Series 7 and/or Series 65 or equivalent preferred
Working knowledge of Microsoft Office software and ability to learn new technology systems
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
Company data provided by crunchbase