powertoflyMillbrae, CA
Strategic Investment Consultant & Client Relations
Strategic Investment Consultant & Client Relations
Strategic Investment Consultant & Client Relations
powertoflyMillbrae, CA
6 days ago
Personal Financial AdvisorsFinancial and Investment AnalystsSecurities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesAdministrative Management and General Management Consulting Services
Apply for this role (opens in a new tab)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.
Also on the board Same function, level within a rung
Level
Senior
Location
Millbrae, CA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
6 days ago