Investment Consultant & Relationship Manager

711 MS Smith Barney, LLC; United States; On-site; USD 70,000 - 110,000; Full time

Job summary

Morgan Stanley seeks an Investment Consultant - Relationship Manager to strengthen client relationships and provide strategic investment guidance within the Financial Advisor team. You will assess client circumstances and develop customized wealth management plans to help clients meet their goals.

The role requires a track record of 3–5 years, active securities licenses, and strong communication skills to present ideas and collaborate with colleagues and clients.

Qualifications

• Track record of successful work experience for a period of 3–5 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.

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

Skills

Relationship management

Investment consulting

Client communication

Presentation skills

Wealth management

Education

Bachelor's degree

Job description

Morgan Stanley seeks an Investment Consultant - Relationship Manager to strengthen client relationships and provide strategic investment guidance within the Financial Advisor team. You will assess client circumstances and develop customized wealth management plans to help clients meet their goals.

The role requires a track record of 3–5 years, active securities licenses, and strong communication skills to present ideas and collaborate with colleagues and clients.