Financial Advisor

Manning & Napier; Pennsylvania; On-site; USD 75,000 - 150,000; Full time

Benefits offered by this job

Health, dental & vision insurance

Employer HSA contribution

401k employer match

Paid volunteer days

Gym reimbursement

Workplace Financial Advisor access

Job summary

Manning & Napier in Pittsburgh, PA seeks a Financial Advisor to manage wealth for high net worth clients and institutions. You’ll develop relationships, discuss goals, and tailor comprehensive plans with a collaborative advisory team.

The role emphasizes consultative sales and expanding client portfolios. With 5+ years of experience and licensing including Series 6/63/65 or 7/66, you will present plans, maintain client communications, and leverage Salesforce and LinkedIn tools to source

Qualifications

• Bachelor’s degree or higher.
• 5+ years’ relevant experience.
• Series 6, 63, & 65 or Series 7 & 66.
• CFP or comparable designation preferred or willing to pursue.
• Experience with Salesforce.com, Sales Navigator, and LinkedIn preferred.

Responsibilities

• Establish trust as the main advisor for wealth management needs.
• Discuss investment goals considering risk tolerance and cash flow.
• Implement investment plans with advisory team coordination.
• Monitor portfolios and communicate performance insights.
• Advise high net worth and mid-market institutional clients as needed.
• Create wealth management plans for individuals and institutions.
• Develop business opportunities and track CRM interactions.
• Participate in internal meetings and client presentations.

Skills

Relationship building

Sales experience

Communication

Education

Bachelor’s degree or higher

Certified Financial Planner

Tools

Salesforce

Sales Navigator

LinkedIn

Series 6/63/65

Series 7/66

Job description

SummaryThe 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 President of Wealth Management and be based in Pittsburgh, PA.ResponsibilitiesWork to establish a level of trust and confidence with our client to serve as the main advisor for their wealth management needsDiscuss client investment goals with consideration given to risk tolerance, asset allocation preferences, cash flow requirements, tax sensitivity, and potential life eventsWork with the advisory team to implement investment plans and coordinate adjustmentsMonitor client investment portfolios and performanceCommunicate insights for clients regarding essential contributors and detractorsAdvise high net worth clients as needed and consult mid-market institutional clientsCoordinate the creation of detailed wealth management plans for individualsOrganize the creation consulting reports for institutionsHelp present plans to clients effectively and clearlyActively seek new business opportunitiesDevelop essential knowledge of our financial planning software and technologyClearly and regularly track all client and prospect interactions using our CRM (Salesforce)Participate in regular internal meetingsWork on a schedule that best suits client needsQualificationsBachelor’s degree or higher5+ years’ relevant experienceSeries 6, 63, & 65 or Series 7 & 66 required or willing to pursue upon hireCertified Financial PlannerTM or comparable professional designation preferred, or the willingness to pursue a comparable designationExperience with Salesforce.com, Sales Navigator, and LinkedIn is preferredA proven record of achieving new business a plusPerksHealth, dental & vision insuranceEmployer HSA contributionOpt out credit401k employer matchPaid volunteer daysGym reimbursementFree access to a Workplace Financial AdvisorCompensation: $75-150k base salary; additional incentive/commission-based compensation expected.