Financial Advisor

MANNING & NAPIER ADVISORS LLC

Cleveland, OH, USA
Base: $75-150k; bonus/equity: incentive/commission...
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Client investment goal discussion
Investment plan implementation
Client portfolio monitoring
** Manning & Napier Advisors LLC is seeking a Financial Consultant to join their team in Cleveland, OH, with a focus on client relationship management and wealth management services. The ideal candidate should have 5+ years of relevant experience, possess necessary licenses or be willing to obtain them, and demonstrate a strong record in business development. **

Job Summary

  • Collaborate with current clients and develop new relationships across various client types, offering retirement planning, estate plan reviews, tax planning, and insurance advice.
  • Work as part of an advisory team to maintain client contact, ensure clients remain on track to achieve their goals, and promote advisory capabilities and investment solutions.
  • Receive competitive compensation including a base salary, incentive/commission-based compensation, and benefits such as health insurance, 401k match, and gym reimbursement.

Matching Summary

Match Score: 75

** Manning & Napier Advisors LLC is seeking a Financial Consultant to join their team in Cleveland, OH, with a focus on client relationship management and wealth management services. The ideal candidate should have 5+ years of relevant experience, possess necessary licenses or be willing to obtain them, and demonstrate a strong record in business development. **

Salary

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

Skills & Requirements

Must-have

  • Client investment goal discussion
  • Investment plan implementation
  • Client portfolio monitoring
  • New business development
  • Financial planning software knowledge

Nice-to-have

  • Client trust and confidence building
  • Consultative sales approach
  • Team collaboration

Key Requirements

  • 5+ years relevant experience
  • Series 6, 63, & 65 or Series 7 & 66 required
  • Bachelor’s degree or higher

Work Rights

Not specified

Tailored Resume

Cover Letter