Financial Advisor

manningnapier; Cleveland (OH); On-site; USD 75,000 - 150,000; Full time

Benefits offered by this job

Health, dental & vision insurance

Employer HSA contribution

Opt out credit

401k employer match

Paid volunteer days

Gym reimbursement

Free access to a Workplace Financial  

Advisor

Job summary

Manning & Napier in Cleveland, OH seeks a Financial Advisor (Financial Consultant) to serve clients and develop new relationships across high net worth individuals, endowments, businesses, and plans, offering retirement planning, estate reviews, tax planning and insurance advice.

You will join the advisory team, reporting to the Managing Director of Wealth Management, in a consultative sales role to promote advisory capabilities and investment solutions.

Qualifications

• 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 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

Responsibilities

• Establish trust and be the main advisor for clients' wealth management needs
• Discuss investment goals considering risk tolerance, asset allocation, cash flow, tax sensitivity, and life events
• Work with advisory team to implement investment plans and coordinate adjustments
• Monitor client investment portfolios and performance
• Communicate insights for clients regarding essential contributors and detractors
• Advise high net worth clients and consult mid-market institutional clients
• Coordinate creation of wealth management plans for individuals
• Organize consulting reports for institutions
• Present plans to clients effectively and clearly
• Actively seek new business opportunities
• Develop knowledge of our financial planning software and technology
• Track all client and prospect interactions using Salesforce
• Participate in regular internal meetings
• Work on a schedule that best suits client needs

Skills

Client relationship management

Consultative sales

Wealth management

Education

Bachelor's degree or higher

Certified Financial PlannerTM or comparable designation

Tools

Salesforce

Sales Navigator

LinkedIn

Job description

Summary

The industry role of Financial Advisor resides as a Financial Consultant at Manning & Napier. As a Financial Consultant, you will collaborate with our current clients while simultaneously developing new relationships across various client types (such as high net worth individuals, endowments & foundations, businesses, and qualified plans). Our current investment services include: retirement planning/cash-flow modeling, estate plan reviews and recommendations, tax planning, and insurance advice.

You will be part of an advisory team which will maintain regular contact with clients and ensure each client remains on track to achieving their unique goals. This is a consultative sales role with an expectation to promote our advisory capabilities and investment solutions to grow our base over time. You will report to the Managing Director of Wealth Management and be based in Cleveland, OH.

Responsibilities

• Work to establish a level of trust and confidence with our client to serve as the main advisor for their wealth management needs
• Discuss client investment goals with consideration given to risk tolerance, asset allocation preferences, cash flow requirements, tax sensitivity, and potential life events
• Work with the advisory team to implement investment plans and coordinate adjustments
• Monitor client investment portfolios and performance
• Communicate insights for 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
• Organize the creation consulting reports for 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)
• Participate in regular internal meetings
• Work on a schedule that best suits client needs

Qualifications

• 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

Perks

• Health, dental & vision insurance Employer HSA contribution
• Opt out credit
• 401k employer match
• Paid volunteer days
• Gym reimbursement
• Free access to a Workplace Financial Advisor

Compensation

Compensation: $75-150k base salary; additional incentive/commission-based compensation expected.