Represent investment portfolios to third-party professionals to grow sales and market share within the Northeast US territory. Communicate investment strategies and provide ongoing professional service to advisors and their clients.
Manning & Napier
3 Remote Job Openings at Manning & Napier
Represent investment portfolios to third-party professionals to grow sales and market share within an assigned territory. Communicate investment strategies and provide ongoing service to professionals and their clients.
As a Financial Consultant, you will collaborate with clients to develop and implement investment plans while maintaining regular contact to ensure they achieve their financial goals. You will also actively seek new business opportunities and work with an advisory team to provide comprehensive wealth management services.
