Senior Wealth Advisor & Growth Architect

Manning & Napier; City of Albany (NY); On-site; USD 75,000 - 150,000; Full time

Benefits offered by this job

Employer HSA contribution

Opt out credit

Gym reimbursement

Free Workplace Financial Advisor

Job summary

Manning & Napier is seeking a Wealth Advisor to act as the main advisor for clients’ wealth management needs. You will collaborate with clients and grow relationships across high net worth individuals, endowments, foundations, businesses, and qualified plans.

You will report to the Managing Director of Wealth Management and be based in Central NY or the Capital Region, with a compensation package including base salary and incentive-based components.

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.
• CFP or comparable designation preferred, or willingness to pursue.
• Experience with Salesforce.com, Sales Navigator, and LinkedIn is preferred.
• Proven record of achieving new business a plus.

Responsibilities

• Establish trust and act as the main advisor for clients’ wealth management needs.
• Discuss investment goals considering risk tolerance, asset allocation, cash flow, tax sensitivity, and life events.
• Coordinate with advisory team to implement plans and adjust as needed.
• Monitor client portfolios and performance.
• Communicate insights on contributors and detractors to clients.

Skills

Consultative selling

Relationship building

Communication

Education

Bachelor’s degree or higher

Series 6/63/65 or 7/66

CFP designation preferred

Tools

Salesforce.com

Sales Navigator

LinkedIn

Job description

Manning & Napier is seeking a Wealth Advisor to act as the main advisor for clients’ wealth management needs. You will collaborate with clients and grow relationships across high net worth individuals, endowments, foundations, businesses, and qualified plans.

You will report to the Managing Director of Wealth Management and be based in Central NY or the Capital Region, with a compensation package including base salary and incentive-based components.