Manning & Napier

The Financial Advisor will serve as the primary contact for wealth management clients, developing personalized investment plans and monitoring portfolio performance. They are also responsible for actively seeking new business opportunities and coordinating with an advisory team to ensure client goals are met.

Serve as the primary point of contact for clients to ensure an exceptional end-to-end experience and trusted advisory relationship. Collaborate with the advisory team to drive new business development, manage complex communications, and support financial planning activities.

Represent investment portfolios to third-party professionals to grow sales and market share within the Northeast US territory. Communicate investment strategies and provide ongoing professional service to advisors and their clients.

Represent investment portfolios to third-party professionals to grow sales and market share within an assigned territory. Communicate investment strategies and provide ongoing service to professionals and their clients.

As a Financial Consultant, you will collaborate with clients to develop and implement investment plans while maintaining regular contact to ensure they achieve their financial goals. You will also actively seek new business opportunities and work with an advisory team to provide comprehensive wealth management services.