Summary
As a Wealth Management Consultant, you will provide a centralized financial planning support role in the overall delivery of our Wealth Management efforts. Essential aspects of the role include engaging clients and prospects in the financial planning process, assisting colleagues in the creation of wealth management plans, regular use of financial planning tools to create client reports, and researching wealth management/planning topics for both internal and external communication. This is not a sales position. You will report to the Managing Director of Advisory Services
Responsibilities
- Work with members of your team to complete comprehensive financial plans for clients
- Become proficient in the use of our financial planning applications and resources
- Help train our Financial Consultants and Relationships Managers on the use of financial planning tools
- Research relevant financial planning topics and present on those topics
- Provide analytical insight, conduct research, and write articles, blog posts, and other content that can be distributed to clients and prospects
- Help track our Wealth Management efforts and usage of our financial planning tools
- Coordinate Salesforce efforts with the Marketing and Client Services departments
- Attend client meetings as needed
Qualifications
- Bachelor’s degree
- 3+ years of experience
- CERTIFIED FINANCIAL PLANNER™ designee or professional
- Experience working directly with clients
Perks
- Health, dental & vision insurance
- Employer HSA contribution
- Opt out credit
- 401k employer match
- Paid volunteer days
- Gym reimbursement
Compensation: $70,000-$80,000 expected base salary
Top Skills
What We Do
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.
