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Strategic Investment Advisor & Client Relationships Lead
Job in
Covington, Kenton County, Kentucky, 41011, USA
Listed on 2026-06-03
Listing for:
711 MS Smith Barney, LLC
Full Time
position Listed on 2026-06-03
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
711 MS Smith Barney, LLC is seeking an Investment Consultant – Relationship Manager to develop and oversee relationships with clients, providing strategic investment consulting while collaborating with the Financial Advisor Team.
The ideal candidate must have a bachelor's degree, active Series 7 and 63 licenses, and at least 5 years of business experience. The role requires excellent communication skills and extensive financial industry knowledge. This position is based in Kentucky.
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