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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Strategic Relationship Manager
Morgan Stanley · Menlo Park, CA, USA ·
- Job type:
- Full Time