[Remote] Senior Wealth Advisor & Practice Lead - Wealth Management - Los Angeles

Note: The job is a remote job and is open to candidates in USA. PanAgora Asset Management is committed to 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 Los Angeles 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 Apply tot his job Apply tot his job Apply To this Job