[Remote] Financial Planner

Note: The job is a remote job and is open to candidates in USA. PanAgora Asset Management is committed to transforming financial lives by providing a flexible work environment and celebrating internal mobility. As a Financial Planner, you will engage clients to deliver comprehensive financial plans, guide them toward achieving financial goals, and provide education on various financial topics while building strong client relationships.ResponsibilitiesDeliver comprehensive, financial plans that drive measurable outcomes for participants within Empower’s dedicated service modelLead proactive, needs-based conversations to uncover client goals and position appropriate Empower products and services that support their objectivesProvide education and actionable guidance on topics such as managed accounts (My Total Retirement), rollovers, investment allocations, savings strategies, HSAs, and retirement income planningAct as an Investment Adviser Representative for Empower Advisory Group, offering tailored investment recommendations and leveraging Empower’s managed account platformApply the CONSULT model to build trust and guide participants toward clear financial decisionsConduct outreach to current and former providers to facilitate client-directed transactions and ensure seamless implementationDocument interactions accurately and efficiently using Salesforce and other internal systemsContribute to a culture of learning by sharing insights, strategies, and success stories with your peersDeliver a high-touch, ongoing service experience that supports clients before and after retirementSkillsBachelor's degree or equivalent combination of education and professional experience (MBA preferred)Certified Financial Planner® (CFP®) designation requiredFINRA Series 7, 63, and 65 registrations requiredFINRA fingerprinting requiredMinimum 3 years of experience in financial services or the 401(k) industryAt least 2 years of direct financial planning experienceProven ability to analyze and communicate a client's complete financial picture, including investments, insurance, tax strategy, education planning, retirement, and estate considerationsA results-driven mindset with a passion for helping clients take action and achieve measurable progress toward their goalsStrong consultative selling skills with the ability to match client needs to Empower's suite of solutionsExceptional communication, organization, and presentation skills that build confidence and trustSelf-motivated and proactive approach to identifying opportunities and following through on commitmentsProven track record of achieving multi-product sales goals within a client-focused environmentComfortable using digital tools, CRM systems (Salesforce), and financial planning software in a fully paperless environmentAbility to collaborate effectively within a high-performing, team-based service modelCommitment to Empower's purpose of guiding participants toward long-term financial confidenceBenefitsMedical, dental, vision and life insuranceRetirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineupTuition reimbursement up to $5,250/yearBusiness-casual environment that includes the option to wear jeansGenerous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar yearPaid volunteer time — 16 hours per calendar yearLeave 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 OverviewPanAgora 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. It was founded in 1989, and is headquartered in Boston, Massachusetts, USA, with a workforce of 51-200 employees. Its website is http://www.panagora.com.