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

One Month 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.
2 Months AgoSaved
Remote
USA
Financial Services
The Financial Consultant develops client relationships and advises on wealth management needs, coordinating investment plans and monitoring portfolio performance.