Financial Consultant

MANNING & NAPIER ADVISORS LLC

Remote
Base: $75-150k; bonus/equity: + incentive/commissi...
Remote
Client relationship management
Wealth management needs
Investment plans
Manning & Napier Advisors LLC is seeking a Financial Consultant to work remotely, focusing on building and maintaining relationships with clients, including high-net-worth individuals and institutional clients. The role involves advising clients on investment strategies and achieving their financial goals while promoting the firm's advisory services

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.
  • Act as the main advisor for client wealth management needs, discussing investment goals considering risk tolerance, asset allocation, cash flow, tax sensitivity, and potential life events.
  • This role includes health, dental & vision insurance, 401k employer match, gym reimbursement, and free access to a Workplace Financial Advisor.

Matching Summary

Match Score: 85

Manning & Napier Advisors LLC is seeking a Financial Consultant to work remotely, focusing on building and maintaining relationships with clients, including high-net-worth individuals and institutional clients. The role involves advising clients on investment strategies and achieving their financial goals while promoting the firm's advisory services.

Salary

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

Skills & Requirements

Must-have

  • client relationship management
  • wealth management needs
  • investment plans
  • new business opportunities
  • financial planning software

Nice-to-have

  • consultative sales role
  • team collaboration
  • client needs schedule

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