FINANCIAL CONSULTANT
Manning(6 months ago)
RemoteFull TimeSenior$75,000 - $150,000Wealth Management
Apply NowAbout this role
As a Financial Consultant, you will collaborate with clients while developing new relationships across various client types, including high net worth individuals and businesses. The role is part of an advisory team focused on helping clients achieve their financial goals through consultative sales and promoting investment solutions. This position offers the opportunity to maintain regular contact with clients and ensure they stay on track.
Required Skills
- Client Relations
- Financial Planning
- Investment Strategies
- Sales
- Risk Assessment
Qualifications
- Bachelor’s Degree
- 5+ Years Experience
- Series 6
- Series 63
- Series 65
- Series 7
- Series 66
- Certified Financial PlannerTM
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.
View more jobs at Manning →