[Remote] Senior Wealth Advisor & Practice Lead - Wealth Management / Personal Strategy - Bay area region

Note: The job is a remote job and is open to candidates in USA. PanAgora Asset Management is focused on transforming financial lives through a flexible work environment and internal mobility. The Senior Wealth Advisor, Practice Lead plays a vital role in helping clients achieve long-term financial success by serving as a trusted advisor and primary point of contact for mass affluent households.

Responsibilities

• Serve as the lead advisor within a dedicated client team, working in close collaboration with a Wealth Advisor and Client Experience Specialist to build lasting relationships with a dedicated book of Empower clients
• Provide a first-in-class client experience servicing needs related to client onboarding, financial planning, and investor education
• Comprehensive relationship management to be conducted via phone, email, and virtual meetings. Engagement is both proactive and reactive
• Retain assets under management and garner additional assets through diligent communication, proactive education, and unfailing responsiveness
• Act as the liaison between clients & various internal groups/departments within Empower Personal Wealth to serve clients
• Conduct comprehensive relationship management via phone, email, and virtual meetings
• Retain assets under management and garner additional assets through diligent communication, proactive education, and unfailing responsiveness
• Act as liaison between clients & various internal groups/departments within Empower Personal Wealth to serve clients
• Clearly explain the ‘Personal Strategy’ investment strategy; recommend, implement, and review investment strategies that align with clients’ risk tolerance and financial objectives, and engage with clients on portfolio, market, and economic discussions
• Provide clients with holistic financial planning on a large variety of subjects, including retirement planning, income optimization, tax-advantaged savings strategies, and education planning
• Effectively delegate, coach, train, and develop colleagues and resources
• Travel to meet with clients face-to-face and build strong relationships

Skills

• Bachelor degree in business or related discipline or equivalent experience
• 4+ years related work experience in financial services
• Experience with direct client contact while exhibiting a knowledgeable, professional demeanor
• Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning
• Experience managing a book of clients in a wealth management setting
• Exceptional at delivering effective client consultations – always composed, professional, and skilled at establishing trust and building long-term client relationships
• Proven ability to navigate multiple client needs, deliver on multi-product goals, and analyze and present investment portfolios to clients
• FINRA Series 65 required
• FINRA fingerprinting required upon hire
• Ability to meet clients in person in the Greater SF Bay area area
• Excellent verbal and written communication skills
• Detail oriented and able to manage many time-sensitive tasks simultaneously
• Pro-active self-starter, strong situational awareness and contextual thinking
• Strong organizational and presentation skills
• Proficient in, or ability to quickly learn, Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and recordkeeping 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 Overview

• 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. 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.

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