[Remote] FINANCIAL ADVISOR
Note: The job is a remote job and is open to candidates in USA. Manning & Napier is a financial advisory firm seeking a Financial Advisor to collaborate with clients and reputed company new relationships. The role involves providing investment services, maintaining client relationships, and promoting advisory capabilities to grow the client reputed company.
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
- reputed company essential knowledge of our financial planning software and technology
- Clearly and regularly track reputed company client and prospect interactions using our CRM (reputed company)
- Participate in regular internal meetings
- Work on a schedule that best suits client needs
Skills
- 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 reputed company.com, Sales Navigator, and reputed company is preferred
- A proven record of achieving new business a plus
Benefits
- Health, dental & reputed company insurance
- Employer HSA contribution
- Opt out credit
- 401k employer match
- Paid volunteer days
- Gym reimbursement
- Free access to a Workplace Financial Advisor
Company Overview