Branch Director - High Net Worth Production

Morgan Stanley; Anchorage (AK); On-site; USD 120,000 - 190,000; Full time

Job summary

Morgan Stanley in the United States seeks an experienced Financial Advisor/Branch Manager to lead client relationships and drive growth in a high net worth market.

The role requires a strong sales mindset, solid product knowledge, and the ability to coach advisors while ensuring regulatory compliance.

Candidates should hold required licenses and a bachelor’s degree, with 5+ years of relevant leadership or advisory experience.

Qualifications

• Bachelor’s degree required or equivalent education or experience.
• At least 5 years of experience as a Financial Advisor (with satisfactory production and compliance record) or comparable branch management or product area experience.
• Active Series 7, 8 (or 9 and 10), 66 (or 63 and 65) and 3 registrations (Series 31 acceptable if branch conducts managed futures business only)
• Other licenses as required for role or by management

Responsibilities

• Build a client base of high net worth households and manage relationships.
• Help manage client investment needs consistent with Firm policies.
• Stay current on regulatory requirements, financial markets and products.
• Provide resources and direction to drive sales using product knowledge.
• Direct the sales force to the appropriate resources efficiently.
• Lead the branch via coaching and mentoring of Financial Advisors.
• Grow branch through hiring, training and regional initiatives.
• Ensure regulatory, legal and compliance standards are met and supervisory procedures followed.

Skills

Communication skills

Critical thinking

Team management

Attention to detail

Client interaction

Project ownership

Time management

Education

Bachelor’s degree or equivalent

5+ years experience in financial advisory or branch management

Job description

Morgan Stanley in the United States seeks an experienced Financial Advisor/Branch Manager to lead client relationships and drive growth in a high net worth market.

The role requires a strong sales mindset, solid product knowledge, and the ability to coach advisors while ensuring regulatory compliance.

Candidates should hold required licenses and a bachelor’s degree, with 5+ years of relevant leadership or advisory experience.