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Cleveland Wealth Management Advisor Planning Lead
Job in
Cleveland, Cuyahoga County, Ohio, 44101, USA
Listed on 2026-01-12
Listing for:
Manning & Napier
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A financial services firm in Cleveland is seeking a Financial Consultant to manage existing client relationships and cultivate new ones. Responsibilities include discussing investment goals, implementing plans, and monitoring portfolios. Candidates should have a bachelor's degree, 5+ years of experience, and relevant licenses. This full-time position offers a competitive salary range of $75-150k, plus commission. Additional perks include HSA contributions and gym reimbursement.
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