Wealth Strategy Consultant & Relationship Manager

711 MS Smith Barney, LLC; New York (NY); On-site; USD 125,000 - 175,000; Full time

Job summary

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.

Qualifications

• Track record of successful work experience for 3–5 years.
• Active Series 7, 63 and 65 or Series 7 and 66, or completion of Series 7 and Series 66.
• Effective communication with coworkers and clients.
• Bachelor’s degree preferred with five years of business experience and proven prior success.

Responsibilities

• Advise clients in accordance with the Team's agreed upon strategy.
• Analyze investment opportunities and client needs, and recommend appropriate strategies.
• Maintain and develop client relationships by meeting financial goals through planning and wealth management.
• Prepare and deliver presentations/seminars to clients and prospects for business development.
• Comply with all industry rules and regulations.
• Perform additional tasks as needed.

Skills

Communication skills

Written and oral communication

Client relationship management

Education

Bachelor's degree

Series 7/63/65 certifications

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.