Private Wealth Investment Consultant & Relationship Manager
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-08-08
Listing for:
Socket.dev
Full Time
position Listed on 2026-08-08
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Morgan Stanley Smith Barney is seeking an Investment Consultant - Relationship Manager to join a Financial Advisor team. You will develop and oversee client relationships, assess client circumstances and objectives, and provide strategic investment guidance to help clients meet their financial goals.
Reporting to Branch Manager/Assistant Complex Manager, the role emphasizes relationship management, wealth planning, and collaboration with a Financial Advisor Team.
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