The industry role of Financial Advisor resides as a Financial Consultant at Manning & Napier. 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 and be based in Cleveland, OH.
Compensation: $75-150k base salary; additional incentive/commission-based compensation expected.
FINANCIAL ADVISOR • Cleveland, OH, United States
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