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Strategic Investment Relationship Manager
Job in
Menlo Park, San Mateo County, California, 94029, USA
Listed on 2026-06-26
Listing for:
Morgan Stanley
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Morgan Stanley is seeking an Investment Consultant - Relationship Manager to join a FA/PWA team. You will develop and maintain relationships with clients, helping them reach their financial goals through customized investment strategies.
The ideal candidate combines strong communication skills with financial industry expertise, offering diverse financial services to clients. A bachelor's degree and Series 7 & 63 licenses are required, alongside 5+ years of relevant experience. The role offers a competitive compensation package.
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