Wealth Relationship Manager: Client Advocate
Job in
Columbus, Franklin County, Ohio, 43224, USA
Listed on 2026-03-01
Listing for:
Manning & Napier, Inc
Full Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management, Financial Consultant
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.
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