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Wealth Relationship Manager & Investment Strategist
Job in
Birmingham, Jefferson County, Alabama, 35275, USA
Listed on 2026-08-21
Listing for:
Morgan-Stanley
Full Time
position Listed on 2026-08-21
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Morgan Stanley is seeking an Investment Consultant - Relationship Manager in Birmingham, AL, to develop, maintain and oversee client relationships within the FA/PWA team. You will combine interpersonal skills with firm resources to help clients reach their financial goals, with responsibilities including advisory delivery, financial planning and wealth management.
The role requires a bachelor’s degree or professional certification, active Series 7 and 63, RA registration, and at least five years
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