Regional Intermediary Consultant (Financial Advisors)

Manning & Napier, Inc

Village of Fairport (NY)

On-site

USD 50,000 - 60,000

Full time

14 days+
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Benefits offered by this job

Health, dental & vision insurance
401k employer match
Paid volunteer days
Gym reimbursement
Free access to a Workplace Financial Advisor

Job summary

Manning & Napier, Inc is seeking an Internal Regional Consultant in Fairport, NY. You will support financial advisors through phone and email, driving sales and service in the intermediary distribution group.

The ideal candidate should hold a Bachelor’s degree, possess relevant licenses, and have 1-3 years of experience in the financial services field. Compelling perks include health coverage, a 401k match, and paid volunteer days.

Qualifications

  • 1-3+ years experience in financial services field.
  • Experience selling or marketing investment products.
  • Knowledge of asset management industry.

Responsibilities

  • Share financial markets insights and explain complex concepts simply.
  • Offer specific investment solutions based on client needs.
  • Achieve high levels of client interaction via various communication methods.

Skills

Communication of financial concepts
Client relationship management
Investment solution offering

Education

Bachelor’s degree

Tools

Financial databases

Job description

Manning & Napier, Inc is seeking an Internal Regional Consultant in Fairport, NY. You will support financial advisors through phone and email, driving sales and service in the intermediary distribution group.

The ideal candidate should hold a Bachelor’s degree, possess relevant licenses, and have 1-3 years of experience in the financial services field. Compelling perks include health coverage, a 401k match, and paid volunteer days.

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