Strategic Wealth Advisory Consultant

LE010 Manning & Napier Advisors, LLC; New York (NY); On-site; 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

Job summary

LE010 Manning & Napier Advisors, LLC seeks a Financial Consultant to develop client relationships and provide investment advisories. You will work closely with clients to align their financial goals with our advisory capabilities, utilizing your experience in wealth management.

The ideal candidate has a Bachelor's degree, 5+ years of experience, and relevant certifications. The position offers competitive compensation from $75k to $150k plus incentives and a strong benefits package including health insurance and gym reimbursements.

Qualifications

• 5+ years’ relevant experience in financial consulting or wealth management.
• Series 6, 63, & 65 or Series 7 & 66 required or willingness to pursue.
• Certified Financial PlannerTM or comparable professional designation preferred.

Responsibilities

• Establish trust and confidence with clients as a main advisor.
• Discuss and implement investment plans based on client goals.
• Monitor and communicate insights regarding client investment portfolios.

Skills

Communication skills

Investment knowledge

Client relationship management

Education

Bachelor’s degree or higher

Tools

Salesforce

Sales Navigator

LinkedIn

Job description

LE010 Manning & Napier Advisors, LLC seeks a Financial Consultant to develop client relationships and provide investment advisories. You will work closely with clients to align their financial goals with our advisory capabilities, utilizing your experience in wealth management.

The ideal candidate has a Bachelor's degree, 5+ years of experience, and relevant certifications. The position offers competitive compensation from $75k to $150k plus incentives and a strong benefits package including health insurance and gym reimbursements.