Wealth Relationship Manager: Client Advocate
Job in
Columbus, Franklin County, Ohio, 43224, USA
Listed on 2026-01-22
Listing for:
Manning & Napier, Inc
Full Time
position Listed on 2026-01-22
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Wealth Management
Job Description & How to Apply Below
A financial services firm located in Columbus, OH is seeking a Relationship Manager to oversee client experiences and foster long-lasting advisory relationships. This role involves working closely with a Wealth Management Advisory team to manage client inquiries, facilitate onboarding, and contribute to business development initiatives. Ideal candidates will possess a degree in Finance or a related field, along with a minimum of two years related experience and Series 7 & 66 certifications.
The position offers a competitive salary and robust benefits including health insurance and a 401k match.
#J-18808-Ljbffr
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×