Financial Advisor

🕒 il y a 2 mois

🐊 Florida, New York – Distant

🐊 Florida – Remote 🗽 New York – Remote

💵 $75 000 - $150 000 / an

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

💸 Planification et Analyse Financières (FP&A)

👻 Score fantôme 23%

Ce que ça veut dire : la probabilité que personne ne recrute vraiment pour cette offre.Comment le lire : 60 % ou plus, on pense que c'est une offre fantôme. Un score plus bas est moins inquiétant.Comment on la calcule : ancienneté, republications, postes ouverts vs taille de l'équipe, rapidité de clôture, et si le salaire est indiqué.À noter : une estimation à partir de données publiques, pas un jugement sur l'entreprise. De vraies offres peuvent avoir un score élevé, alors prenez-le comme un indice, pas comme un fait.

Postuler Maintenant

Trouver des Emplois à Distance Similaires

Manning & Napier

Site WebLinkedInTous les Emplois

201 - 500 employés

💼 Conseil

💸 Finance

Consulting • Finance

Manning & Napier propose une large gamme de solutions d'investissement à travers des comptes gérés de manière distincte, des fonds communs de placement et des fonds communs de placement collectif, ainsi que divers services de consultation qui complètent notre processus d'investissement.

Description

• Collaborate with current clients while developing new relationships across high net worth individuals, endowments & foundations, businesses, and qualified plans • Provide retirement planning/cash-flow modeling, estate plan reviews and recommendations, tax planning, and insurance advice • Maintain regular client contact and ensure clients remain on track toward their goals • Establish trust and confidence with clients and serve as the main advisor for wealth management needs • Discuss investment goals, risk tolerance, asset allocation preferences, cash flow requirements, tax sensitivity, and potential life events • Implement investment plans and coordinate adjustments with the advisory team • Monitor client investment portfolios and performance • Communicate insights regarding essential contributors and detractors • Advise high net worth clients and consult mid-market institutional clients • Coordinate detailed wealth management plans for individuals • Organize consulting reports for institutions • Present plans to clients effectively and clearly • Seek new business opportunities and promote advisory capabilities and investment solutions • Develop knowledge of financial planning software and technology • Track client and prospect interactions using Salesforce CRM • Participate in regular internal meetings • Report to the Managing Director of Wealth Management • Spend time in both NY and FL

🎯 Exigences

• 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 • Work on a schedule that best suits client needs

🏖️ Avantages

• 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 • Additional incentive/commission-based compensation expected

📊 Vérifiez votre score de CV pour ce poste

Améliorez vos chances d'obtenir un entretien en vérifiant votre score de CV avant de postuler.

Télécharger le CV