Investment Consultant & Relationship Manager

PowerToFly; Chicago (IL); On-site; USD 68,000 - 120,000; Full time

Job summary

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.

Qualifications

• Minimum of bachelor’s degree or comparable professional certification.
• Active Series 7, 63 and RA registration where required, in their place of business state.
• Product licenses must be in parallel to Financial Advisors on the Team.
• At least 5 years of business experience and proven success in a previous career.
• Minimum of 5 years FINRA Registration preferred.

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 via financial planning and wealth management.
• Prepare and deliver presentations/seminars to clients and prospects for business development purposes.
• Comply with all industry rules and regulations.
• Additional tasks as needed.

Skills

Financial industry knowledge

Client communication

Written and verbal communication

Regulatory compliance knowledge

Education

Bachelor’s degree or higher

Active Series 7 and 63

Investment Adviser Representative registration

5+ years business experience

5+ years FINRA registration preferred

Job description

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.