FINANCIAL ADVISOR
Manning & NapierNew York, United States
Posted February 11, 2026
75000 - 150000 USD
Full Time
About the Company
Manning & Napier provides a broad range of investment solutions through separately managed accounts, mutual funds, and collective investment trust funds, as well as a variety of consultative services that complement our investment process. Founded in 1970, we offer a wide variety of U.S. and non-U.S. equity, fixed income, ETF-based, and multi-asset class strategies. We serve a diversified client base of high-net-worth individuals and institutions, including 401(k) plans, pension plans, Taft-Hartley plans, endowments and foundations, as well as third party Advisors. For many of these partners, our relationship goes beyond investment management and includes customized solutions that address key issues and solve client-specific problems. We are headquartered in Fairport, NY.
Job Description
The Financial Advisor will collaborate with clients, develop new relationships, and promote advisory capabilities to grow the business. The role involves consultative sales, investment planning, and wealth management.
Requirements
- 5+ years' relevant experience
- Bachelor's degree or higher
- Series 6, 63, & 65 or Series 7 & 66 required or willing to pursue upon hire
- Certified Financial PlannerTM or comparable professional designation preferred
Benefits
- Health insurance
- Dental insurance
- Vision insurance
- HSA contribution
- 401k employer match
- Opt out credit
- Paid volunteer days
- Gym reimbursement
- Free access to a Workplace Financial Advisor