FINANCIAL CONSULTANTManning & Napier • Virginia Beach, VA, US
FINANCIAL CONSULTANT
Manning & Napier • Virginia Beach, VA, US
[job_card.30_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]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 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
Financial Consultant
As a Financial Consultant, you will collaborate with our current clients while simultaneously developing new relationships across various client types (such as high net worth individuals, endowments & foundations, businesses, and qualified plans). Our current investment services include : retirement planning / cash-flow modeling, estate plan reviews and recommendations, tax planning, and insurance advice.
You will be part of an advisory team which will maintain regular contact with clients and ensure each client remains on track to achieving their unique goals. This is a consultative sales role with an expectation to promote our advisory capabilities and investment solutions to grow our base over time. You will report to the Managing Director of Wealth Management.
We are currently searching in all territories in the US.
Responsibilities
- Work to establish a level of trust and confidence with our client to serve as the main advisor for their wealth management needs
- Discuss client investment goals with consideration given to risk tolerance, asset allocation preferences, cash flow requirements, tax sensitivity, and potential life events
- Work with the advisory team to implement investment plans and coordinate adjustments
- Monitor client investment portfolios and performance
- Communicate insights for clients regarding essential contributors and detractors
- Advise high net worth clients as needed and consult mid-market institutional clients
- Coordinate the creation of detailed wealth management plans for individuals
- Organize the creation consulting reports for institutions
- Help present plans to clients effectively and clearly
- Actively seek new business opportunities
- Develop essential knowledge of our financial planning software and technology
- Clearly and regularly track all client and prospect interactions using our CRM (Salesforce)
- Participate in regular internal meetings
- Work on a schedule that best suits client needs
Qualifications
Perks
Compensation : $75-150k base salary; additional incentive / commission-based compensation expected.
[job_alerts.create_a_job]
Financial Consultant • Virginia Beach, VA, US
[internal_linking.related_jobs]
Finance Consultant, Physician Compensation.Sentara Health is looking to hire a Finance Consultant, Physician Compensation.
This is a Hybrid position, 3 days in office and 2 days remote.The Finance C...[show_more]
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...[show_more]
Sentara Health is looking to hire a Finance Consultant, Physician Compensation.This is a Hybrid position, 3 days in office and 2 days remote.
The Finance Consultant, Physician Compensation, is respo...[show_more]
Licensed Clinical Social Worker (LCSW).Wage : Between $95-$122 an hour.Licensed Clinical Social Worker — Are you ready to launch or expand your private practice? .Headway is here to...[show_more] We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...[show_more] 
Relativity is looking for a Senior Manager, Revenue Accounting to manage and support revenue accounting functions including revenue recognition, contract review, revenue-related processes and contr...[show_more]
DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.
As a Dasher, you’ll stay busy with a variety o...[show_more] This role will be the end-to-end process subject matter expert, own Zuora platform operations, and lead project teams supporting our Billing / Collections and Revenue Accounting teams' initiatives.Th...[show_more] 
At Schwab, you’re empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry togeth...[show_more]
Sentara Health is looking to hire a Finance Consultant Physician Compensation.This is a Hybrid position 3 days in office and 2 days remote.
The Finance Consultant Physician Compensation is responsib...[show_more]
Earn up to $16 USD / hourly and work remotely and flexibly.Outlier, a platform owned and operated by Scale AI, is looking for.
If you're passionate about improving models and excited by the future of ...[show_more]
Location : Flexibility within the United States.The Small Business Administration (SBA) Banker III is responsible for leading business development with a primary focus on SBA lending while maintaini...[show_more]
Ready to be pushed beyond what you think you’re capable of?.At Coinbase, our mission is to increase economic freedom in the world.
It’s a massive, ambitious opportunity that demands the best of us, ...[show_more] Ready to be pushed beyond what you think you’re capable of?.At Coinbase, our mission is to increase economic freedom in the world.
It’s a massive, ambitious opportunity that demands the best of us, ...[show_more] 
The role ensure Plans' operations handle customer interactions accurately and promptly, leaving a positive brand impression.
Execute audit programs and validate reported results.Present updates and ...[show_more]
AlliedTravelCareers is working with Aya Healthcare to find a qualified Licensed Clinical Social Worker in Salem, Virginia, 24153!.
Aya Healthcare has an immediate opening for the following position : ...[show_more] Earn up to $15 / hour + performance bonuses.Outlier, a platform owned and operated by Scale AI, is looking for.If you're passionate about improving models and excited by the future of AI, this is you...[show_more] 
At Anaplan, we are a team of innovators focused on optimizing business decision-making through our leading AI-infused scenario planning and analysis platform so our customers can outpace their comp...[show_more]
Finance Consultant
Sentara Healthcare • Virginia Beach, VA, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)
Data Annotation • Virginia Beach, Virginia
[filters.remote]
[job_card.full_time] +1
[last_updated.last_updated_variable_days] • [promoted]
Finance Consultant
Sentara • Virginia Beach, VA, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Licensed Clinical Social Worker
Headway • Virginia Beach, VA, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Remote Finance Director - AI Trainer ($50-$60 / hour)
Data Annotation • Virginia Beach, Virginia
[filters.remote]
[job_card.full_time] +1
[last_updated.last_updated_30] • [promoted]
Senior Manager, Revenue Accounting
Relativity • Virginia Beach, VA, United States
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Drive with DoorDash - Be Your Own Boss
DoorDash • Cape Charles, VA, United States
[job_card.full_time] +1
[last_updated.last_updated_30] • [promoted]
Manager, O2C Financial Systems (Zuora)
Relativity • Virginia Beach, VA, United States
[job_card.full_time]
[last_updated.last_updated_variable_hours] • [promoted] • [new]
VP, Financial Consultant- Virginia Beach, VA
Charles Schwab • VIRGINIA BEACH, VA, United States
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Finance Consultant
Sentara Hospitals • Virginia Beach, Virginia, USA
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Work From Home -Remote Writing Consultant
Outlier • Virginia Beach, VA, United States
[filters.remote]
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
SBA Banker III
Seacoast National Bank • Virginia Beach, VA, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Senior Financial Analyst, FP&A
Coinbase • Virginia Beach, Virginia, United States
[filters.remote]
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Senior Financial Analyst
Coinbase • Virginia Beach, Virginia, United States
[filters.remote]
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Performance Audit Senior Consultant (Remote)
Blue Cross Blue Shield Association • Virginia Beach, VA, United States
[filters.remote]
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Travel Licensed Clinical Social Worker (LCSW) - $2,152 to $2,346 per week in Salem, VA
AlliedTravelCareers • Virginia Beach, Virginia, US
[job_card.full_time] +1
[last_updated.last_updated_variable_days] • [promoted]
Remote Writing Consultant
Outlier • Virginia Beach, VA, United States
[filters.remote]
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Transformation & Financial Flexibility Manager
Anaplan • Virginia Beach, VA, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]