About this role
FINANCIAL CONSULTANT at Manningnapier. Location: Cleveland or United States. Role: developing relationships, advising clients, managing portfolios Requirements: Bachelor’s degree; 5+ years relevant experience; Series 6/63/65 or Series 7/66; CFP preferred; Salesforce/LinkedIn experience. Category: Sales Seniority: Mid Level Tools: Salesforce, Sales Navigator, LinkedIn Certifications: series 6, series 63, series 65, series 7, series 66 Commitment: Full Time Workplace: Remote Languages: English