Financial Advisor

🔥 13 minutes ago

🔔 Pennsylvania – Remote

🔔 Pennsylvania – Remote

💵 $75k - $150k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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Manning & Napier

WebsiteLinkedInAll Job Openings

201 - 500 employees

💼 Consulting

💸 Finance

Consulting • Finance

Manning & Napier is an investment manager dedicated to helping clients meet their financial goals. Founded in 1970, the firm provides a broad range of investment solutions, including separately managed accounts, mutual funds, and collective investment trust funds. They offer various consultative services that complement their investment offerings, serving a diverse client base of high-net-worth individuals and institutions, including 401(k) plans, pension plans, and endowments. Headquartered in Fairport, NY, Manning & Napier also emphasizes customized solutions that address specific client needs, such as financial consulting, wealth management, tax planning, and trust services.

📋 Description

• Establish trust and confidence with clients and serve as the main advisor for their wealth management needs • Discuss client 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 about 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 • Help present plans to clients clearly and effectively • Actively seek new business opportunities • Develop knowledge of financial planning software and technology • Track client and prospect interactions using Salesforce CRM • 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 willingness to pursue upon hire • Certified Financial Planner™ or comparable professional designation preferred, or willingness to pursue a comparable designation • Experience with Salesforce.com, Sales Navigator, and LinkedIn preferred • Proven record of achieving new business is a plus • Develop essential knowledge of financial planning software and technology • Clearly and regularly track client and prospect interactions using Salesforce CRM

🏖️ 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 • Additional incentive/commission-based compensation expected