Manning & Napier

Wealth and investment management for clients

Financial Advisor

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours

Full-timeCleveland, OH, USA

About the Job

Requirements

A bachelor's degree or higher is required.
At least 5 years of relevant experience is required.
A Series 6, 63, and 65 license, or Series 7 and 66 licenses, is required or must be pursued upon hire.
A Certified Financial Planner designation or comparable professional designation is preferred, or the candidate must be willing to pursue a comparable designation.
Experience with Salesforce.com, Sales Navigator, and LinkedIn is preferred.
A proven record of achieving new business is a plus.

Responsibilities

Build 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 about essential contributors and detractors.
Advise high-net-worth clients as needed and consult with 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 clearly and effectively to clients.
Actively seek new business opportunities.
Develop knowledge of the financial planning software and technology used by the firm.
Track client and prospect interactions regularly using Salesforce CRM.
Participate in regular internal meetings.
Work on a schedule that best suits client needs.

Desired Qualifications

Experience with Salesforce.com, Sales Navigator, and LinkedIn is preferred.
A Certified Financial Planner designation or comparable professional designation is preferred, or the candidate may pursue a comparable designation.
A proven record of achieving new business is a plus.

Summary
The industry role of Financial 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.

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 and be based in Cleveland, OH.

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.

About the Company

Manning & Napier

Wealth and investment management for clients

Manning & Napier helps individuals, families, and organizations plan, navigate, and manage their financial lives with a long-term, disciplined investment approach. It blends personalized guidance with asset management and financial planning to serve both individuals and institutions. The firm differentiates itself by prioritizing clients' interests over trends, backed by decades of experience and a relationship-driven, integrated service model. Its goal is to help clients build brighter financial futures through clear guidance and steady, long-term investing.

Company size: 201-500
Company stage: IPO
Headquarters: Town of Perinton, New York
Founded: 1970

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