FINANCIAL CONSULTANT
Manning & NapierUnited States
Posted August 12, 2025
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
As a Financial Consultant, you will collaborate with our current clients, develop new relationships, and promote our advisory capabilities to grow our base. You will work with the advisory team to implement investment plans, monitor client portfolios, and advise high net worth clients. You will also actively seek new business opportunities and develop knowledge of our financial planning software and technology.
Requirements
- 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
- Experience with Salesforce.com, Sales Navigator, and LinkedIn is preferred
- A proven record of achieving new business a plus
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