Investment Consultant

Job description

An Investment Consultant - Relationship Manager on a Financial Advisor team is responsible for the development, maintenance and oversight of relationships with new and existing clients. The Relationship Manager combines personal skills with all the resources of Morgan Stanley Smith Barney for the purpose of helping clients realize their financial goals. In collaboration with the Financial Advisor Team, Relationship Managers are responsible for assessing a client's circumstances and objectives, and based on those, go on to provide individualized, highly strategic Investment consulting. Relationship Managers have access to a full range of wealth building, managing and preserving services throughout the Firm that they will offer to the clients of the Financial Advisor team they join. Responsibilities: Requirements: Minimum Qualifications Morgan Stanley Smith Barney is an equal opportunity employer committed to diversifying its workforceREPORTS TO:• Branch Manager and/or Assistant Complex Manager - 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 rela...