our approach
Be proactive about your future.
We will help you define your goals, then manage your resources to meet those goals in order to live well and give generously.
We use scientific methods and decades of expert information to help you manage your money. We use concrete, evidence-based research—not a crystal ball or intuition—to give you the best possible outcomes.
Our 570+ clients’ portfolios are in internationally diversified, low cost funds. We use index funds, ETFs, mutual funds, and private equity to gain the highest returns possible while managing risk. We don’t try to outsmart or out-time the market. Rather, we focus on long-term, disciplined strategies to meet your goals.
It’s not just how much money you make, but also how much you keep that matters. Our emphasis on tax efficiency will help improve your after-tax return. We’ll help you select the right types of accounts, place the right investment in the right account across your household, rebalance, and tax-loss harvest when appropriate. Through charitable planning, we’ll make the most of your giving goals while minimizing your tax burden.
We will be proactive about communicating with you, managing your investment portfolio, and prompting you to be disciplined in savings to reach your goals.
our history
Jim spent over 20 years at the Chick-fil-A Support Center helping Operators keep more of what they earned.
Pursuing his passion to serve Operators and fellow Support staff with their personal finances, Jim left Chick-fil-A to join forces with Daniel to form Pandowealth.
Daniel’s background as an entrepreneur, business builder, and former engineering professional led him to pursue a masters in wealth management. His passion for serving others, pursuit of excellence, and empowering others’ success make him a perfect compliment to Jim.
Jim and Daniel thrive by advising clients to invest in their future, maximize giving, and simplify their finances. Together, they built Pandowealth to serve Chick-fil-A Operators and Support Center Staff by offering custom financial and retirement services.
As seen in Chick-fil-A Leadwell, we are an experienced vendor, and serving you is our pleasure.
The PAndoWEalth Name
Pando - Latin for “I spread out”; a community of aspens joined together by one single, massive root system.
Our name perfectly describes all that we believe in. We are part of a bigger family of generous givers who share the same “root” system, who want to spread joy through generosity.
We are closely connected to our community of clients, and we believe in the great work they are doing both separately and together to love and serve the world.
Meet the Team
A team with deep Chick-fil-A connections including previous employment at Chick-fil-A Support Center, WinShape, and in the restaurant. We live, breathe, eat, and enjoy Chick-fil-A and serving you is our pleasure.
Command those who are rich in this present world not to be arrogant nor to put their hope in wealth, which is so uncertain, but to put their hope in God, who richly provides us with everything for our enjoyment. Command them to do good, to be rich in good deeds, and to be generous and willing to share. In this way they will lay up treasure for themselves as a firm foundation for the coming age, so that they may take hold of the life that is truly life.
1 Timothy 6:17-19
Careers
Help us be great servants.
Open Positions
Paraplanner
MISSION
The Paraplanner at Pandowealth is an integral part of our team serving as the true connection between our clients, support team, and advisors. This great communicator, influencer and enthusiastic person will support the vision, positive culture and team spirit.
The Paraplanner supports the wealth management department through client engagement and planning support. This individual is responsible for the management and monitoring of the financial plan development ensuring a consistent positive client experience including working with the team to ensure all commitments are completed and followed through in a timely manner.
This position requires a proactive approach and ability to independently carry out the duties of the position. The ideal candidate should exhibit high standards, excellent communication skills, good judgment and ability to take initiative. The ability to effectively manage time and multi-task with attention to detail is critical to this role.
ESSENTIAL RESPONSIBILITIES
Client and Advisory Engagement
- Analyzes information and evaluating results to choose the best solution to solve client or operational problems and being accountable and held responsible for those decisions.
- Actively participate in all assigned Advisor client meetings.
- Demonstrate the ability to escalate potential client issues to Advisor as appropriate.
- Actively document all notes and action items during client meetings and ensure all commitments made by the Advisor are being completed in a timely manner.
- Review task assignments for each client and work directly with team members to ensure all follow-up and action items as a result of client meetings are documented in CRM and completed within the specified time frame.
- Under the direct oversight of the Advisor, actively engage in Client Case Prep meetings, providing recommendations and feedback relative to the client’s financial plan as appropriate.
- Responsible for reviewing statements, forecasting review data, developing a meeting agenda format, creating presentations, case documentation and deliverables for all assigned clients.
- Manage developing and maintaining documentation utilizing client documentation standards.
- Ensures the compiling, coding, categorizing, calculating, tabulating, auditing, reconciling, downloading and verifying of client data in the organizations’ client related software programs, including CRM’s, Financial Planning Software, Investment Management software, and other related or connected programs is completed according to procedure.
- Identifies information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events, in the relationship and the data of the clients.
- Utilizes the ability to add, subtract, multiply, or divide numbers quickly and correctly. The in-depth understanding of time value of money: present value, future value, annuity payments, internal rate of return and compounding interest.
- Engage and prepare client onboarding requirements with financial planning software
- Update CRM with client data and work through client process
Compliance
- Supports Compliance to maintain an effective and robust investment advisory compliance program
- Performs other compliance related tasks and projects as assigned
POSITION SPECIFICATIONS
Experience and Education:
- 0-1 years direct advisory focus
- Learn core financial planning and development of core client cases
Skills and Knowledge:
- CFP® education or certification is a plus
- Excellent communication skills (verbal, written and listening)
- Proficient in Microsoft Office Suite required
- Proficiency in Salesforce preferred
- Knowledge of Broker Dealer and Investment Advisory Regulations a plus
- Proficient in Google Drive
- Demonstrates personal integrity, honesty and is able to deal with confidential information on a daily basis.
- Ability to deal with stress in an ever-changing investment market and financial services
- Excellent time management and strong organizational skills, and ability to prioritize multiple tasks and anticipate potential problems
FIRM INFORMATION
We feature a competitive comp package and benefits, visionary leadership, a quickly growing organization focused on excellence and developing a highly efficient culture, and an emphasis on a family-first approach with our team.
Location: Remote
Status: Full-Time, Exempt
Compensation Range: $45,000 - $75,000 base pay; plus incentives and designation pay
Supervisor: Director of Financial Planning
Benefits:
- Defined career path and upward mobility
- Flexible work schedule
- Unlimited vacation time
- Health, dental, and vision insurance
- Life Insurance
- 401(k) retirement plan with 5% company match
- Annual professional development allowance
- Education reimbursement opportunities
- Cell Phone / Internet Subsidy
- 4 weeks paid maternity/paternity leave for birth or adoption of a child
- Office set up allowance
- Branded clothing allowance
- Reimbursement for costs associated with certifications & maintaining CE's
- Company-owned laptop computer provided
The following graphic from Traction (our Entrepreneurial Operating System) describes what we want for our team.
If this sounds like you:
1. Follow this link to take a brief survey and upload your resume + cover letter.
2. Email talent@pandowealth a 2 minute informal video explaining the following:
- Why Pandowealth?
- Why you are the best candidate for the role?
We believe generosity is key to thinking well about building wealth.
Our goal is supporting clients giving $100M away in 10 years.
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