Manning & Napier

HQ
Fairport
Total Offices: 3
284 Total Employees
Year Founded: 1970

Manning & Napier Benefits Overview

Compensation + Benefits

Offers 401(K)

Offers dental insurance

Offers vision insurance

Offers health insurance

Offers generous parental leave

Offers performance bonuses

Work-Life Balance + Wellbeing

Offers company-sponsored outings

Offers an Employee Assistance Program (EAP)

Offers generous PTO

Provides paid holidays

Offers paid volunteer time

Provides paid sick days

Career Growth + Development

Provides tuition assistance

3 Days AgoSaved
In-Office or Remote
New York, NY, USA
Financial Services
Serve as the primary wealth management advisor for high-net-worth individuals, institutions, businesses, and qualified plans. Assess investment goals, risk tolerance, tax considerations, cash flow, and life events; develop and implement wealth management plans; monitor portfolios; communicate performance insights; coordinate client reports; maintain CRM records; and generate new business through consultative sales.
16 Days AgoSaved
Remote
USA
Financial Services
The Financial Consultant develops client relationships and advises on wealth management needs, coordinating investment plans and monitoring portfolio performance.