Financial Advisor
2 weeks ago
As a Financial Consultant at Manning & Napier Advisors, you will collaborate with our current clients while developing new relationships across various client types. Our current investment services include retirement planning, estate plan reviews, tax planning, and insurance advice.
Responsibilities- Establish trust and confidence with clients to serve as their primary advisor for wealth management needs
- Discuss client investment goals, considering risk tolerance, asset allocation preferences, and cash flow requirements
- Work with the advisory team to implement investment plans and coordinate adjustments
- Monitor client investment portfolios and performance
- Communicate insights to clients regarding essential contributors and detractors
- Advise high net worth clients as needed and consult mid-market institutional clients
- Coordinate the creation of detailed wealth management plans for individuals and institutions
- Help present plans to clients effectively and clearly
- Actively seek new business opportunities
- Develop essential knowledge of our financial planning software and technology
- Clearly and regularly track all client and prospect interactions using our CRM (Salesforce)
- Bachelor's degree or higher
- 5+ years' relevant experience
- Series 6, 63, & 65 or Series 7 & 66 required or willing to pursue upon hire
- Certified Financial PlannerTM or comparable professional designation preferred, or the willingness to pursue a comparable designation
- Experience with Salesforce,com, Sales Navigator, and LinkedIn is preferred
- A proven record of achieving new business a plus
- Health, dental & vision insurance
- Employer HSA contribution
- Opt out credit
- 401k employer match
- Paid volunteer days
- Gym reimbursement
Compensation: $75-150k base salary; additional incentive/commission-based compensation expected.
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