Investment Consultant- Relationship Manager

Morgan Stanley; Scottsdale (AZ); On-site; USD 55,000 - 75,000; Full time

Job summary

Morgan Stanley seeks an Investment Consultant - Relationship Manager in Scottsdale, AZ, responsible for developing and managing client relationships. This role requires strong financial analysis skills and effective communication to provide tailored investment advice, contributing to clients' financial goals.

Benefits

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Disability insurance

Qualifications

• 3-5 years of successful work experience.
• Active Series 7, 63, and 65 or Series 7 and 66 licenses.
• Excellent written and oral communication skills.

Responsibilities

• Advise clients according to team strategy.
• Analyze investment opportunities and recommend strategies.
• Prepare and deliver presentations to clients.

Skills

Communication

Relationship Management

Financial Analysis

Education

Bachelor's Degree

Job description

Investment Consultant- Relationship Manager

Investment Consultant- Relationship Manager

17 hours ago Be among the first 25 applicants

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An Investment Consultant - Relationship Manager on a Financial Advisor team is responsible for the development, maintenance and oversight of relationships with new and existing clients. The Relationship Manager combines personal skills with all the resources of Morgan Stanley Smith Barney for the purpose of helping clients realize their financial goals. In collaboration with the Financial Advisor Team, Relationship Managers are responsible for assessing a client's circumstances and objectives, and based on those, go on to provide individualized, highly strategic Investment consulting. Relationship Managers have access to a full range of wealth building, managing and preserving services throughout the Firm that they will offer to the clients of the Financial Advisor team they join.

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 through the use of financial planning and wealth management

• Prepare and deliver presentations/seminars to clients and prospects for business development purposes, as needed

• Comply with all industry rules and regulations

• Additional tasks as needed

Requirements:

Minimum Qualifications

• Track record of successful work experience for a period of three to five years

• Active Series 7, 63 and 65 or Series 7 and 66, or successful completion of Series 7 and Series 66 exams within the time frame provided by applicable company policy

• Ability to communicate effectively with co-workers and clients

• Excellent written and oral communication skills

• A bachelor's degree is 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

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

• Industries

  Financial Services, Investment Management, and Capital Markets

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Disability insurance

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