Wealth Advisor – High‑Net‑Worth Clients (Cleveland)

Manning & Napier; Cleveland (OH); 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/Financial Consultant in Cleveland, OH. You will manage current clients and develop new relationships across high-net-worth individuals, endowments, foundations, and institutions. Responsibilities include wealth planning, investment coordination, and presenting plans to clients.

You will report to the Managing Director of Wealth Management. This on-site role requires local presence in Cleveland and offers a base salary with commission-based incentives.

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 is preferred.
• Proven record of achieving new business a plus.
• Employer HSA contribution
• Opt out credit
• Gym reimbursement
• Free access to a Workplace Financial Advisor

Responsibilities

• Establish trust and act as the main advisor for clients’ wealth management needs.
• Discuss client investment goals considering risk tolerance, asset allocation, cash flow, tax sensitivity, and life events.
• Work with the advisory team to implement investment plans and coordinate adjustments.
• Monitor client portfolios and performance.
• Communicate insights on contributors and detractors affecting portfolios.
• Advise high net worth and consult mid-market institutional clients.
• Coordinate wealth management plans for individuals and institutions
• Present plans to clients effectively and clearly
• Actively seek new business opportunities
• Develop knowledge of our financial planning software and technology
• Track all client and prospect interactions using Salesforce
• Participate in regular internal meetings
• Work on a schedule that best suits client needs

Education

Bachelor’s degree

Tools

Salesforce

Sales Navigator

LinkedIn

Job description

Manning & Napier is seeking a Wealth Advisor/Financial Consultant in Cleveland, OH. You will manage current clients and develop new relationships across high-net-worth individuals, endowments, foundations, and institutions. Responsibilities include wealth planning, investment coordination, and presenting plans to clients.

You will report to the Managing Director of Wealth Management. This on-site role requires local presence in Cleveland and offers a base salary with commission-based incentives.