Financial Advisor

Summary The industry role of Financial Advisor resides as a Financial Consultant at Manning & Napier. As a Financial Consultant, you will collaborate with our current clients while simultaneously developing new relationships across various client types (such as high net worth individuals, endowments & foundations, businesses, and qualified plans). Our current investment services include: retirement planning/cash-flow modeling, estate plan reviews and recommendations, tax planning, and insurance advice.

You will be part of an advisory team which will maintain regular contact with clients and ensure each client remains on track to achieving their unique goals. This is a consultative sales role with an expectation to promote our advisory capabilities and investment solutions to grow our base over time. You will report to the President of Wealth Management and be based in Pittsburgh, PA.Responsibilities

Work to establish a level of trust and confidence with our client to serve as the main advisor for their wealth management needs

Discuss client investment goals with consideration given to risk tolerance, asset allocation preferences, cash flow requirements, tax sensitivity, and potential life events

Work with the advisory team to implement investment plans and coordinate adjustments

Monitor client investment portfolios and performance

Communicate insights for clients regarding essential contributors and detractors

Advise high net worth clients as needed and consult mid-market institutional clients

Coordinate the creation of detailed wealth management plans for individuals

Organize the creation consulting reports for institutions

Help present plans to clients effectively and clearly

Actively seek new business opportunities

Develop essential knowledge of our financial planning software and technology

Clearly and regularly track all client and prospect interactions using our CRM (Salesforce)
Participate in regular internal meetings

Work on a schedule that best suits client needs

Qualifications

Bachelor’s degree or higher5+ years’ relevant experience

Series 6, 63, & 65 or Series 7 & 66 required or willing to pursue upon hire Certified Financial PlannerTM or comparable professional designation preferred, or the willingness to pursue a comparable designation

Experience with , Sales Navigator, and Linked In is preferredA proven record of achieving new business a plus

Perks

Health, dental & vision insurance

Employer HSA contribution

Opt out credit
401k employer match

Paid volunteer days

Gym reimbursement

Free access to a Workplace Financial Advisor Compensation: $75-150k base salary; additional incentive/commission-based compensation expected.
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