FINANCIAL CONSULTANT
Manning(1 month ago)
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.
Required Skills
- Client Consultation
- Investment Planning
- Wealth Management
- Business Development
Qualifications
- Bachelor’s degree or higher
- 5+ years’ relevant experience
- Series 6, 63, & 65 or Series 7 & 66
- Certified Financial PlannerTM preferred
About Manning
manning-napier.comWith 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.
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