Wealth Strategy Consultant & Relationship Manager
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
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.
We are currently recruiting a Wealth Strategy Consultant & Relationship Manager for our team in New York, NY, United States.
We appreciate your interest in this position.
Join 711 MS Smith Barney, LLC and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Wealth Strategy Consultant & Relationship Manager role at 711 MS Smith Barney, LLC, based in New York, NY, United States.
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