Investment Consultant & Relationship Manager
PowerToFly
Morgan Stanley is seeking an Investment Consultant - Relationship Manager to drive client relationships on a FA/PWA team. You will provide strategic investment guidance and coordinate with the Financial Advisor Team to tailor plans that meet client goals. The role requires Series 7/63 and RA registrations, a bachelor’s degree or higher, and at least five years of industry experience. Strong communication and compliance skills are essential. #J-18808-Ljbffr PowerToFly
Vacancy posted 2 days ago
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