Investment Consultant - Relationship Manager

Job description

POSITION SUMMARY: The Investment Consultant - Relationship Manager on a FA/PWA 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 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 teams they join. DUTIES AND 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 developing strategies to meet their financial goals through the use of financial planning and wealth management - Prepare and deliver presentations/seminars to clients and prospects for busi...