Financial Advisor

LE010 Manning & Napier Advisors, LLC; Pennsylvania; Hybrid; USD 75,000 - 150,000; Full time

Benefits offered by this job

Health insurance

HSA contribution

401k employer match

Volunteer days

Gym reimbursement

Workplace Financial Advisor access

Job summary

Manning & Napier Advisors, LLC seeks a Financial Advisor (Financial Consultant) to serve existing clients while developing relationships across high net worth individuals, endowments, foundations, businesses, and qualified plans. You will work with our advisory team and report to the President of Wealth Management in Pittsburgh, PA.

This consultative sales role promotes our advisory capabilities and investment solutions to grow our client base and deepen relationships through retirement

Qualifications

• 5+ years' relevant experience.
• Series 6, 63, & 65 or Series 7 & 66 required or willing to pursue upon hire.
• Certified Financial Planner™ or comparable designation preferred, or willingness to pursue.
• Experience with Salesforce.com, Sales Navigator, and LinkedIn is preferred.
• A proven record of achieving new business is a plus.

Responsibilities

• Establish trust and act as the main advisor for clients' wealth management needs.
• Discuss investment goals considering risk tolerance, tax sensitivity, and life events.
• Collaborate with the advisory team to implement plans and coordinate adjustments.
• Monitor portfolios and communicate insights to clients.
• Advise high net worth clients and consult mid-market institutional clients.
• Create wealth management plans and consulting reports for institutions.
• Present plans to clients clearly and effectively.
• Develop knowledge of financial planning software and technology.
• Track client and prospect interactions using CRM (Salesforce).
• Participate in internal meetings and work schedules that suit client needs.

Skills

Sales skills

Relationship building

Client communication

Networking

Education

Bachelor's degree or higher

Tools

Salesforce.com

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 President of Wealth Management and be based in Pittsburgh, PA.

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 opportunitiesDevelop 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.

Manning & Napier is a wealth and investment manager that prides itself on helping our clients meet their financial goals.

For fifty-five years, we have developed deep relationships with our clients and have employed a research-driven approach to wealth management.

Whether we are helping a non-profit grow its endowment, an individual retire with confidence, or an advisor develop their practice, we maintain a focus on real-world results.

Our culture rewards curiosity and an entrepreneurial attitude.

We are always looking for passionate individuals to join our team.