Wealth Management Advisor - Growth & Planning

Manning & Napier, Inc; Cleveland (OH); 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 Financial Advisor

Job summary

A financial services firm based in Cleveland, OH is seeking a Financial Consultant to collaborate with clients and develop relationships across various client types. The role includes detailed responsibilities such as portfolio management, client consultations, and implementing investment plans. Candidates should possess a Bachelor's degree, 5+ years of relevant experience, and the necessary certifications or willingness to obtain them. The firm offers various perks including health benefits, a 401k match, and opportunities for professional development.

Qualifications

• 5+ years’ relevant experience in financial consulting.
• Possess Series 6, 63, & 65 or Series 7 & 66 licenses.
• Certified Financial Planner™ or willingness to pursue.

Responsibilities

• Establish trust and act as the main advisor for clients.
• Discuss investment goals with risk tolerance in mind.
• Monitor client portfolios and performance.

Skills

Client relationship management

Investment strategy development

Portfolio monitoring

Sales skills

Education

Bachelor’s degree or higher

Tools

Salesforce.com

Sales Navigator

LinkedIn

Job description

A financial services firm based in Cleveland, OH is seeking a Financial Consultant to collaborate with clients and develop relationships across various client types. The role includes detailed responsibilities such as portfolio management, client consultations, and implementing investment plans. Candidates should possess a Bachelor's degree, 5+ years of relevant experience, and the necessary certifications or willingness to obtain them. The firm offers various perks including health benefits, a 401k match, and opportunities for professional development.