Investment Consultant - Relationship Manager

Morgan Stanley

San Francisco, CA, United States
Base: $68,000 - $135,000; bonus/equity: not specif...
Client relationship management
Investment strategy analysis
Financial planning expertise
The Investment Consultant - Relationship Manager is responsible for developing and maintaining client relationships

Job Summary

  • The Investment Consultant - Relationship Manager is responsible for developing and maintaining client relationships.
  • They provide individualized investment consulting to help clients achieve their financial goals.
  • Morgan Stanley offers a supportive environment with opportunities for career growth and comprehensive benefits.

Matching Summary

The Investment Consultant - Relationship Manager is responsible for developing and maintaining client relationships.

Salary

Base: $68,000 - $135,000; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Client relationship management
  • Investment strategy analysis
  • Financial planning expertise

Nice-to-have

  • Strong communication skills
  • Team collaboration
  • Diversity and inclusion commitment

Key Requirements

  • Bachelor’s degree or certification
  • Active Series 7 and 63 licenses
  • Minimum of 5 years of business experience

Work Rights

Not specified

Tailored Resume

Cover Letter