Financial Planning & Analysis Advisor

Summary The industry role of Wealth Advisor resides as a Financial Consultant at Manning & Napier. 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. This is a consultative sales role with an expectation to promote our advisory capabilities and investment solutions to grow our base over time. 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 Advise high net worth clients as needed and consult mid-market institutional clients Help present plans to clients effectively and clearly Develop essential knowledge of our financial planning software and technology Clearly and regularly track all client and prospect interactions using our CRM (Salesforce) Bachelor’s degree or higher ~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 ~ Health, dental & vision insurance ~ Opt out credit ~Gym reimbursement ~ Free access to a Workplace Financial Advisor