Wealth Management Associate: Client Services & Investments
Listed on 2026-10-14
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Finance & Banking
Wealth Management, Portfolio & Asset Management
Manning & Napier, a leading wealth management firm, invites a Wealth Management Associate to join our Fairport, NY team. You will collaborate with Distribution Groups, Relationship Managers, and clients to coordinate and service all aspects of client accounts, reports, and reviews.
The role reports to the Client Service Manager and emphasizes accuracy, communication, and teamwork. The ideal candidate has a bachelor’s degree, up to one year of investment industry experience, and licensing plans
Step into the Wealth Management Associate:
Client Services & Investments role at Manning & Napier, Inc. in Village of Fairport, NY, United States and grow with us.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Village of Fairport, NY, United States.
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