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Manning & Napier · 2 days ago

Financial Consultant

Cleveland, OH

Full-time

Onsite

Mid, Senior Level

$75K/yr - $150K/yr

5+ years exp

Manning & Napier is seeking a Financial Consultant to collaborate with current clients and develop new relationships across various client types. The role involves maintaining regular contact with clients to ensure they achieve their unique financial goals while promoting the company's advisory capabilities and investment solutions.

Angel InvestmentConsultingFinancial Services

Hiring Manager

Ben Schreiber

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

Qualification

Series 6& 65Certified Financial PlannerSalesforce.comSales NavigatorLinkedInBachelor’s degree5+ years’ experienceNew business development

Required

Bachelor's degree or higher

5+ years' relevant experience

Series 6, 63, & 65 or Series 7 & 66 required or willing to pursue upon hire

Preferred

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

Company

Manning & Napier

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.

Founded in 1970

Fairport, New York, USA

201-500 employees