Internal Regional Consultant

MANNING & NAPIER ADVISORS LLC

Fairport, NY, United States
Base: $50,000-$60,000; bonus/equity: + incentive/c...
On-site
Financial markets insights
Investment solutions
Client relationship management
Manning & Napier Advisors LLC is seeking an Internal Regional Consultant to support their Intermediary Distribution Group in Fairport, NY. The ideal candidate will have a background in financial services, be skilled in client relationship management, and possess relevant licenses

Job Summary

  • Partner with a senior territory-based sales partner to cover a territory of financial advisors, providing support via telephone and email with occasional travel.
  • Develop a long-term career by assuming full responsibility for the development of certain client segments and achieving high levels of substantive client interaction.
  • Receive comprehensive benefits including health, dental, and vision insurance, 401k employer match, and gym reimbursement.

Matching Summary

Match Score: 75

Manning & Napier Advisors LLC is seeking an Internal Regional Consultant to support their Intermediary Distribution Group in Fairport, NY. The ideal candidate will have a background in financial services, be skilled in client relationship management, and possess relevant licenses.

Salary

Base: $50,000-$60,000; Bonus/Equity: additional incentive/commission-based compensation expected; Benefits: Health, dental & vision insurance, 401k employer match, gym reimbursement

Skills & Requirements

Must-have

  • Financial markets insights
  • Investment solutions
  • Client relationship management
  • Financial advisor profiling

Nice-to-have

  • Practice management support
  • Team collaboration
  • Continuous mentoring

Key Requirements

  • Bachelor's degree
  • Series 6 and 63 or Series 7 required
  • Series 65 or 66 preferred
  • 1-3+ years experience in financial services
  • Experience selling or marketing investment products

Work Rights

Not specified

Tailored Resume

Cover Letter