Manning & Napier

FINANCIAL CONSULTANT

Manning & Napier

2 months ago
Ohio
Onsite
Full Time
Senior
1 applicant
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Manning & Napier
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About this role

As a Financial Consultant, you will collaborate with clients and develop new relationships across various client types, including high net worth individuals and businesses. You will be part of an advisory team that maintains regular client contact and promotes advisory capabilities and investment solutions to achieve clients' unique goals.

Skills

Qualifications

Bachelor’s degree or higher5+ years’ relevant experienceSeries 6, 63, & 65 or Series 7 & 66Certified Financial PlannerTM preferred
Manning & Napier

About Manning & Napier

manning-napier.com

With an uncompromising focus on delivering investment and wealth management solutions, we strive to provide evolving, modern strategies that will enable people and organizations to achieve their financial goals.

About Manning & Napier

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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