Wealth Advisor for High-Net-Worth Clients

LE010 Manning & Napier Advisors, LLC; United States; Remote; 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

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.