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711 MS Smith Barney, LLC

Wealth Strategy Consultant & Relationship Manager

new york, NY

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About this opportunity

711 MS Smith Barney, LLC lists this Wealth Strategy Consultant & Relationship Manager opportunity in new york, New York. Review the employer’s description below for duties, qualifications and application requirements.

Job description

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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Worksite address

new york, NY, 10261, US

Who can apply

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