Investment Consultant - Relationship Manager**

Morgan Stanley; Scottsdale (AZ); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is looking for an Investment Consultant - Relationship Manager to join their Financial Advisor team. In this pivotal role, you'll leverage your expertise to develop and maintain strong relationships with clients, guiding them through personalized investment strategies. You'll be responsible for analyzing client needs and delivering tailored financial advice while ensuring compliance with industry regulations. This is a fantastic opportunity to utilize your skills in a dynamic environment, helping clients achieve their financial goals with a comprehensive range of wealth management services. If you're passionate about client success and investment consulting, this role is for you.

Qualifications

• 3-5 years of successful work experience in investment consulting.
• Active Series 7, 63, and 65 or Series 7 and 66 licenses.

Responsibilities

• Advise clients on investment strategies and financial planning.
• Analyze investment opportunities and maintain client relationships.

Skills

Investment Analysis

Client Relationship Management

Financial Planning

Effective Communication

Education

Bachelor’s Degree

Job description

Join to apply for the Investment Consultant - Relationship Manager role at Morgan Stanley.

An Investment Consultant - Relationship Manager on a Financial Advisor team is responsible for developing, maintaining, and overseeing relationships with new and existing clients. The Relationship Manager combines personal skills with all the resources of Morgan Stanley Smith Barney to help clients realize their financial goals. In collaboration with the Financial Advisor Team, Relationship Managers assess clients' circumstances and objectives to provide individualized, strategic investment consulting. They have access to a full range of wealth building, management, and preservation services to offer clients of the Financial Advisor team.

Responsibilities

• Advise clients according to the Team's strategy
• Analyze investment opportunities and client needs, recommending appropriate strategies
• Maintain and develop client relationships through financial planning and wealth management strategies
• Prepare and deliver presentations/seminars for clients and prospects for business development
• Ensure compliance with industry rules and regulations
• Perform additional tasks as needed

Requirements

Minimum Qualifications

• 3-5 years of successful work experience
• Active Series 7, 63, and 65 or Series 7 and 66, or successful completion of Series 7 and Series 66 exams
• Effective communication skills with co-workers and clients
• Excellent written and oral communication skills
• Bachelor’s degree preferred, with five years of business experience and proven success in a previous career

Morgan Stanley Smith Barney is an equal opportunity employer committed to diversifying its workforce.