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Wealth Strategy Consultant & Relationship Manager
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-08-08
Listing for:
711 MS Smith Barney, LLC
Full Time
position Listed on 2026-08-08
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Morgan Stanley Smith Barney is seeking an Investment Consultant - Relationship Manager within a Financial Advisor team to develop and oversee client relationships. You will combine personal skills with firm resources to help clients achieve financial goals, providing individualized investment consulting.
In collaboration with the Financial Advisor Team, you will assess client circumstances and objectives, offering wealth-building and preservation services.
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