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Strategic Investment Consultant & Client Relations

Job in San Francisco, San Francisco County, California, 94102, USA
Listing for: PowerToFly
Full Time position
Listed on 2026-10-01
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant
Job Description & How to Apply Below

Morgan Stanley is seeking an Investment Consultant - Relationship Manager on a FA/PWA team to develop, maintain, and oversee relationships with new and existing clients, delivering highly strategic investment consulting. In collaboration with the Financial Advisor Team, the role assesses client objectives to provide tailored wealth management strategies and personalized financial planning solutions.

The position offers base pay with potential commissions and bonuses.

The Strategic Investment Consultant & Client Relations role at Power To Fly  is now open for applications in San Francisco, CA, United States.

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

Learn more about the Strategic Investment Consultant & Client Relations role in the description above.

We appreciate your interest in this position.

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