FINANCIAL CONSULTANT
Manning(24 days ago)
About this role
A Financial Consultant who works with existing clients and develops new relationships across high net worth individuals, endowments, foundations, businesses, and qualified plans. The role is part of an advisory team supporting the firm’s investment services and reports to the Managing Director of Wealth Management in Rochester, NY.
Required Skills
- Client Relationships
- Investment Planning
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Advice
- Cash Flow
- Portfolio Monitoring
- Business Development
- Salesforce
Qualifications
- Bachelor’s Degree
- Series 6
- Series 63
- Series 65
- Series 7
- Series 66
- Certified Financial Planner
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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