FINANCIAL ADVISOR
Manning & NapierCleveland, Ohio, United States
Posted February 12, 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 role of Financial Advisor resides as a Financial Consultant at Manning & Napier, working with clients to achieve their unique goals through retirement planning, estate plan reviews, tax planning, and insurance advice.
Requirements
- Establish trust and confidence with clients to serve as the main advisor for their wealth management needs
- Discuss client investment goals, risk tolerance, asset allocation preferences, cash flow requirements, tax sensitivity, and potential life events
- Monitor client investment portfolios and performance
- Communicate insights for clients regarding essential contributors and detractors
- Actively seek new business opportunities
- Develop essential knowledge of our financial planning software and technology
Benefits
- 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
