Financial Advisor
About the job
- A bachelor's degree or higher is required.
- At least 5 years of relevant experience is required.
- Series 6, 63, and 65 licenses, or Series 7 and 66 licenses, are required, or the candidate must be willing to pursue them upon hire.
- The candidate must be willing to pursue a comparable professional designation if not already holding one.
- Experience with Salesforce.com, Sales Navigator, and LinkedIn is preferred.
- A proven record of achieving new business is a plus.
- Establish trust and confidence with clients and serve as the main advisor for their wealth management needs.
- Discuss client investment goals, considering 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 to clients regarding essential contributors and detractors.
- Advise high net worth clients and consult mid-market institutional clients.
- Coordinate the creation of detailed wealth management plans for individuals.
- Organize the creation of consulting reports for institutions.
- Help present plans to clients effectively and clearly.
- Actively seek new business opportunities.
- Develop knowledge of the firm's 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.
- Certified Financial Planner or comparable professional designation, or willingness to pursue a comparable designation.
- Experience with Salesforce.com, Sales Navigator, and LinkedIn.
- A proven record of achieving new business.
About the company
Manning & Napier provides wealth and investment management for individuals, families, and organizations, and also supports financial professionals and institutions. It blends asset management with financial planning, offering personalized guidance and a long-term investment approach to help clients manage their financial lives. The firm differentiates itself by prioritizing what’s best for clients over market trends and delivering a relationship-driven, integrated service for both personal and institutional clients. Its goal is to help clients build brighter financial futures through clear guidance and steady, long-term investment perspectives.
Company Size
201-500
Company Stage
IPO
Headquarters
Town of Perinton, New York
Founded
1970
Get referred to Manning & Napier
See people who can refer or advise you
Simplify's Take
What believers are saying
- Abacus reported a live referral channel and LifeARC rollout by August 6, 2026.
- Manning & Napier gained distribution for Abacus ETFs, longevity funds, and asset-based finance strategies.
- SEC filings in July 2026 launched a new BDC ETF using Manning & Napier as advisor.
What critics are saying
- Abacus's $52.9 million stake ties growth to one partner's referral engine.
- SEC filed October 2, 2026 relief for subadvisers signals governance and fee pressure.
- If Abacus referrals disappoint by 2027, Manning & Napier loses strategic differentiation and bargaining power.
What makes Manning & Napier unique
- Manning & Napier paired with Abacus on May 27, 2026, adding longevity analytics to planning.
- Its 2026 SEC filings show $17.0 billion AUM and 55-year-old bottom-up discipline.
- The firm now combines advisory, asset management, and model distribution across 3,400 clients.
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Benefits
- Health Insurance
- Dental Insurance
- Vision Insurance
- 401(k) Company Match
- Health Savings Account/Flexible Spending Account
- Gym Membership