Senior Wealth Advisor — Client Growth & Planning

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

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