Top 11 Manning Napier Advisors Jobs

FINANCIAL CONSULTANT
Manning & Napier —Remote
- $75,000 - $150,000 a year
- Full-time
- 5 years
- Bachelor's degree
- Senior level
- Health savings account
- Dental insurance
PORTFOLIO STRATEGIST
Manning & Napier —Fairport, NY
- $115,000 - $125,000 a year
- Full-time
- 7 years
- Up to 50% travel
- Analysis skills
- Health savings account
- Dental insurance
RELATIONSHIP MANAGER
Manning & Napier —Columbus, OH
- $60,000 - $85,000 a year
- Full-time
- Mid-level
- 3 years
- Finance
- Health savings account
- Dental insurance
VICE PRESIDENT, NATIONAL ACCOUNTS
Manning & Napier —Fairport, NY
- $100,000 - $175,000 a year
- Full-time
- 5 years
- Bachelor's degree
- Senior level
- Health savings account
- Dental insurance
VICE PRESIDENT, ADVISOR CONSULTANT
Manning & Napier —California
- $100,000 - $150,000 a year
- Full-time
- Bachelor's degree
- Travel
- Mentoring
- Health savings account
- Dental insurance
SENIOR CORPORATE COUNSEL
Manning & Napier —Fairport, NY
- $145,000 - $165,000 a year
- Full-time
- Financial services
- Senior level
- Communication skills
- Health savings account
- Dental insurance
INTERNAL REGIONAL CONSULTANT
Manning & Napier —Fairport, NY
- $50,000 - $60,000 a year
- Full-time
- Mid-level
- Bachelor's degree
- Travel
- Health savings account
- Dental insurance
FINANCIAL ADVISOR
Manning & Napier —Ohio
- $75,000 - $150,000 a year
- Full-time
- 5 years
- Office
- Bachelor's degree
- Health savings account
- Dental insurance

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FINANCIAL CONSULTANT
Manning & Napier —Remote
Discuss client investment goals with consideration given to risk tolerance, asset allocation preferences, cash flow requirements, tax sensitivity, and potential…
$75,000 - $150,000 a year
PORTFOLIO STRATEGIST
Manning & Napier —Fairport, NY
You will collaborate with the Product Manager to develop messaging and content for their respective investment strategies. CFA and/or MBA strongly preferred.
$115,000 - $125,000 a year

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RELATIONSHIP MANAGER
Manning & Napier —Columbus, OH
Collaborate with Financial Consultants in conducting client meetings via telephone, video conference, and in‑person interactions.
$60,000 - $85,000 a year

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FINANCIAL CONSULTANT

Manning & Napier -
Remote

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Job Details

Full-time
$75,000 - $150,000 a year

Benefits

Health savings account
Dental insurance
Vision insurance
401(k) matching
Gym membership

Qualifications

LinkedIn
Insurance needs analysis
Cash flow planning
Report preparation
Estate planning needs analysis
Financial planning software
Financial sales
Series 6
CFP
Portfolio performance analysis
5 years
Identifying new business opportunities
Financial client presentations
Series 66
Portfolio performance measurement
Cash flow forecasting
Estate planning advisory services
Income tax planning
Series 7
Salesforce Cloud
Bachelor's degree
Sales intelligence tools
Investment client management
Asset allocation strategy
Sales management systems proficiency
Sales development
Financial goal setting advisory services
Prospecting
LinkedIn Sales Navigator
Business development within finance

Full Job Description

Summary
As a Financial Consultant, you will collaborate with our current clients while simultaneously developing new relationships across various client types (such as high net worth individuals, endowments & foundations, businesses, and qualified plans). Our current investment services include: retirement planning/cash-flow modeling, estate plan reviews and recommendations, tax planning, and insurance advice.

You will be part of an advisory team which will maintain regular contact with clients and ensure each client remains on track to achieving their unique goals. This is a consultative sales role with an expectation to promote our advisory capabilities and investment solutions to grow our base over time. You will report to the Managing Director of Wealth Management.

We are currently searching in all territories in the US.

Responsibilities

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

Qualifications

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

Perks

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

Compensation: $75-150k base salary; additional incentive/commission-based compensation expected.

Apply Now

Refine Your Search

Manning Napier Advisors jobs

FINANCIAL CONSULTANT

PORTFOLIO STRATEGIST

RELATIONSHIP MANAGER

VICE PRESIDENT, NATIONAL ACCOUNTS

VICE PRESIDENT, ADVISOR CONSULTANT

SENIOR CORPORATE COUNSEL

INTERNAL REGIONAL CONSULTANT

FINANCIAL ADVISOR

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