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PowerToFly

Strategic Investment Consultant & Client Relations

san francisco, CA

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About this opportunity

PowerToFly lists this Strategic Investment Consultant & Client Relations opportunity in san francisco, California. Review the employer’s description below for duties, qualifications and application requirements.

Job description

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.

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Worksite address

san francisco, CA, 94199, US

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