Wealth Management Advisor – Planning & Growth

Manning & Napier; Pennsylvania; 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

Workplace Financial Advisor access

Job summary

Manning & Napier in Pittsburgh, PA seeks a Financial Advisor to manage wealth for high net worth clients and institutions. You’ll develop relationships, discuss goals, and tailor comprehensive plans with a collaborative advisory team.

The role emphasizes consultative sales and expanding client portfolios. With 5+ years of experience and licensing including Series 6/63/65 or 7/66, you will present plans, maintain client communications, and leverage Salesforce and LinkedIn tools to source

Qualifications

• Bachelor’s degree or higher.
• 5+ years’ relevant experience.
• Series 6, 63, & 65 or Series 7 & 66.
• CFP or comparable designation preferred or willing to pursue.
• Experience with Salesforce.com, Sales Navigator, and LinkedIn preferred.

Responsibilities

• Establish trust as the main advisor for wealth management needs.
• Discuss investment goals considering risk tolerance and cash flow.
• Implement investment plans with advisory team coordination.
• Monitor portfolios and communicate performance insights.
• Advise high net worth and mid-market institutional clients as needed.
• Create wealth management plans for individuals and institutions.
• Develop business opportunities and track CRM interactions.
• Participate in internal meetings and client presentations.

Skills

Relationship building

Sales experience

Communication

Education

Bachelor’s degree or higher

Certified Financial Planner

Tools

Salesforce

Sales Navigator

LinkedIn

Series 6/63/65

Series 7/66

Job description

Manning & Napier in Pittsburgh, PA seeks a Financial Advisor to manage wealth for high net worth clients and institutions. You’ll develop relationships, discuss goals, and tailor comprehensive plans with a collaborative advisory team.

The role emphasizes consultative sales and expanding client portfolios. With 5+ years of experience and licensing including Series 6/63/65 or 7/66, you will present plans, maintain client communications, and leverage Salesforce and LinkedIn tools to source