Financial Advisor

MANNING & NAPIER ADVISORS LLC

Fairport, NY, United States
Base: $75-150k; bonus/equity: incentive/commission...
On-site
Develop new client relationships
Retirement planning and cash-flow modeling
Estate plan reviews and recommendations
Manning & Napier Advisors LLC is seeking a Financial Consultant to build relationships with clients and manage their wealth management needs, focusing on services such as retirement planning, estate reviews, and investment strategies. The ideal candidate should have significant experience in financial advisory roles and relevant certifications, with a strong ability to establish trust and achieve new business

Job Summary

  • As a Financial Consultant, you will collaborate with our current clients while simultaneously developing new relationships across various client types.
  • 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.

Matching Summary

Match Score: 85

Manning & Napier Advisors LLC is seeking a Financial Consultant to build relationships with clients and manage their wealth management needs, focusing on services such as retirement planning, estate reviews, and investment strategies. The ideal candidate should have significant experience in financial advisory roles and relevant certifications, with a strong ability to establish trust and achieve new business.

Salary

Base: $75-150k; Bonus/Equity: incentive/commission-based compensation expected; Benefits: Health, dental & vision insurance, 401k employer match, Gym reimbursement

Skills & Requirements

Must-have

  • Develop new client relationships
  • Retirement planning and cash-flow modeling
  • Estate plan reviews and recommendations
  • Tax planning and insurance advice
  • Monitor client investment portfolios

Nice-to-have

  • Collaborate with advisory team
  • Promote advisory capabilities
  • Consult mid-market institutional clients
  • Seek new business opportunities

Key Requirements

  • Bachelor’s degree or higher
  • 5+ years’ relevant experience
  • Series 6, 63, & 65 or Series 7 & 66 required
  • Certified Financial PlannerTM or comparable designation preferred

Work Rights

Not specified

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