Unknown Company

Wealth Strategy Consultant & Relationship Manager

new york, ny • Posted 2 weeks ago
Onsite Full Time Consulting

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.

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Wealth Strategy Consultant & Relationship Manager in new york at Unknown Company

This position is listed as full time and onsite.

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