Financial Advisor

LE010 Manning & Napier Advisors, LLC; United States; On-site; USD 75,000 - 150,000; Full time

Benefits offered by this job

Health, dental & vision insurance

Employer HSA contribution

401(k) employer match

Paid volunteer days

Gym reimbursement

Free access to a Workplace Financial Advisor

Job summary

LE010 Manning & Napier Advisors, LLC seeks a Financial Advisor to collaborate with clients and develop new relationships across various client types. The role requires establishing trust, discussing client investment goals, and monitoring portfolios. A Bachelor’s degree and 5+ years of experience in financial advising are essential.

Compensation includes a base salary of $75-150k plus incentives. The position offers robust health benefits and a 401(k) employer match, among other perks.

Qualifications

• 5+ years of relevant experience in financial advising.
• Series 6, 63, & 65 or Series 7 & 66 required or willingness to pursue.
• Certified Financial Planner™ designation preferred.

Responsibilities

• Establish trust and serve as main advisor for clients.
• Implement investment plans with the advisory team.
• Monitor client portfolios and performance.

Skills

Client relationship management

Investment planning

Sales skills

Financial software proficiency

Education

Bachelor’s degree

Tools

Salesforce.com

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

• Establish a level of trust and confidence with clients 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 of 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 Planner™ or comparable professional designation preferred, or 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 & Benefits

• Health, dental & vision insurance.
• Employer HSA contribution.
• Opt‑out credit.
• 401(k) 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.