Wealth Management Advisor - Growth & Planning
Manning & Napier, Inc
A financial services firm based in Cleveland, OH is seeking a Financial Consultant to collaborate with clients and develop relationships across various client types. The role includes detailed responsibilities such as portfolio management, client consultations, and implementing investment plans. Candidates should possess a Bachelor's degree, 5+ years of relevant experience, and the necessary certifications or willingness to obtain them. The firm offers various perks including health benefits, a 401k match, and opportunities for professional development. #J-18808-Ljbffr Manning & Napier, Inc
Vacancy posted 3 days ago
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