Morgan Stanley
Investment Consultant - Relationship Manager
$68K–$135K
San Francisco, California · On-site · Manager · Full-time · Posted Sep 24, 2026
- Experience
- At least 5 years of business experience; minimum of 5 years FINRA Registration preferred.
- Education
- Bachelor’s degree or comparable professional certification required.
About the job
Develops and oversees client relationships, assesses financial circumstances and goals, and recommends investment and wealth-management strategies in collaboration with a Financial Advisor team.
What you'll do
- Advise clients in line with the team’s strategy and recommend appropriate investment approaches.
- Develop and maintain client relationships through financial planning and wealth-management strategies.
- Prepare and deliver presentations or seminars to clients and prospects as needed.
What they ask for
- Bachelor’s degree or comparable professional certification.
- Active Series 7 and 63; maintain investment adviser representative registration where required.
- At least 5 years of business experience and proven success in a previous career.
- Extensive financial industry and product knowledge, plus knowledge of applicable compliance rules and regulations.
Nice to have
- Minimum of 5 years FINRA Registration.
Pay
$68,000 - $135,000 per year (base salary)
Model-written summary · the original posting is authoritative