Financial Consultant

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🕒 February 17

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Manning & Napier

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201 - 500 employees

Manning & Napier provides a broad range of investment solutions through separately managed accounts, mutual funds, and collective investment trust funds, as well as a variety of consultative services that complement our investment process.

📋 Description

• 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

🎯 Requirements

• Bachelor’s degree or higher • 5+ 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 Salesforce.com, Sales Navigator, and LinkedIn is preferred • A proven record of achieving new business a plus

🏖️ Benefits

• 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