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Wealth Advisor

Wealth Advisor

manning napier advisorsSyracuse, NY

2 days ago

$75,000 - $150,000 per year

Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment Analysts
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
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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. 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. You must be based in Central NY or the Capital Region.
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
  • PerksHealth, 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.

Also on the board Same function, level within a rung

Level

Senior

Salary

$75,000 - $150,000 per year

Location

Syracuse, NY

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

2 days ago

Apply for this role (opens in a new tab)