Financial Advisor

Manning & Napier

Financial Advisor helping Manning & Napier wealth-management clients with investment planning, portfolio oversight, and financial advice. Developing new relationships and growing advisory business.

Posted 8/20/2026full-timeRemote • Florida, New York • 🇺🇸 United StatesMid-LevelSenior💰 $75,000 - $150,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in wealth management, including retirement planning, estate planning, and tax planning, while effectively communicating and building trust with high net worth clients. Proficient in utilizing financial planning software and CRM tools to track client interactions and implement investment strategies.

Highest-signal resume keywords

Wealth ManagementRetirement PlanningClient Relationship ManagementSalesforce CRMCertified Financial Planner

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Retirement PlanningCash-Flow ModelingEstate Plan ReviewsTax PlanningInvestment Portfolio MonitoringWealth Management PlansInvestment SolutionsBusiness DevelopmentFinancial Planning SoftwareInsurance Advice

Soft Skills

Client CommunicationTrust BuildingCollaborationPresentation SkillsInterpersonal Skills

Tools & Technologies

Salesforce CRMSales NavigatorLinkedInFinancial Planning Software

Certifications & Qualifications

Series 6Series 63Series 65Series 7Series 66Certified Financial Planner

Industry Keywords

High Net Worth IndividualsEndowmentsFoundationsQualified PlansInvestment GoalsRisk ToleranceAsset AllocationCash Flow RequirementsTax SensitivityLife Events

Tech Stack

Tools & technologies

SFDC

About the role

Key responsibilities & impact

Collaborate with current clients while developing new relationships across high net worth individuals, endowments & foundations, businesses, and qualified plans
Provide retirement planning/cash-flow modeling, estate plan reviews and recommendations, tax planning, and insurance advice
Maintain regular client contact and ensure clients remain on track toward their goals
Establish trust and confidence with clients and serve as the main advisor for wealth management needs
Discuss investment goals, risk tolerance, asset allocation preferences, cash flow requirements, tax sensitivity, and potential life events
Implement investment plans and coordinate adjustments with the advisory team
Monitor client investment portfolios and performance
Communicate insights regarding essential contributors and detractors
Advise high net worth clients and consult mid-market institutional clients
Coordinate detailed wealth management plans for individuals
Organize consulting reports for institutions
Present plans to clients effectively and clearly
Seek new business opportunities and promote advisory capabilities and investment solutions
Develop knowledge of financial planning software and technology
Track client and prospect interactions using Salesforce CRM
Participate in regular internal meetings
Report to the Managing Director of Wealth Management
Spend time in both NY and FL

Requirements

What you’ll need

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, or the willingness to pursue a comparable designation
Experience with Salesforce.com, Sales Navigator, and LinkedIn is preferred
A proven record of achieving new business a plus
Work on a schedule that best suits client needs

Benefits

Comp & perks

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
Additional incentive/commission-based compensation expected