About this opportunity
Manning & Napier, Inc lists this Wealth Management Advisor - Growth & Planning opportunity in cleveland, Ohio. Review the employer’s description below for duties, qualifications and application requirements.
Job description
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.
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Worksite address
cleveland, OH, 44101, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.