FINANCIAL CONSULTANT

Manning & Napier; United States; Remote; 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

Free access to a Workplace FinancialAD

Job summary

Manning & Napier is seeking a Financial Consultant to advise current clients and develop new relationships across high net worth individuals, endowments & foundations, businesses, and qualified plans. You will collaborate with our advisory team and report to the Managing Director of Wealth Management.

This consultative sales role emphasizes promoting advisory capabilities and investment solutions to grow our client base, with regular client contact and a commitment to achieving goals.

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 willingness to pursue.
• Experience with Salesforce.com, Sales Navigator, and LinkedIn preferred.
• Proven track record of new business a plus.

Responsibilities

• Establish trust with clients and act as their main wealth advisor.
• Discuss investment goals considering risk, cash flow, taxes and life events.
• Collaborate with advisory team to implement plans and adjustments.
• Monitor portfolios and performance, communicating insights.
• Advise high net worth and mid-market institutional clients as needed.
• Develop detailed wealth plans for individuals and organizations.
• Present plans clearly to clients and coordinate reports.

Skills

Series 6/63/65

Series 7/66

Client relationship

Sales-focused

Education

Bachelor’s degree or higher

Tools

Salesforce

Sales Navigator

LinkedIn

Job description

Summary

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.

We are currently searching in all territories in the US.

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:

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