Private Wealth Investment Advisor & Client Lead

Morgan Stanley; New York (NY); On-site; USD 100,000 - 165,000; Full time

Job summary

Morgan Stanley in the United States seeks an Investment Consultant - Relationship Manager to develop and oversee client relationships on the Financial Advisor team. You’ll combine personal skills with Morgan Stanley’s resources to help clients realize their financial goals.

In collaboration with the Financial Advisor Team, you will assess client circumstances and objectives, and provide highly strategic investment consulting along with access to comprehensive wealth planning services.

Qualifications

• Three to five years of successful work experience in finance or related field.
• Active Series 7, 63 and 65 licenses or Series 7 and 66 with timely completion.
• Strong written and oral communication abilities.
• MBA from a top business school.
• Military background preferred.

Responsibilities

• Advise clients in accordance with the team’s strategy.
• Analyze investment opportunities and client needs to propose suitable strategies.
• Maintain and develop client relationships using financial planning and wealth management.
• Prepare and deliver presentations/seminars for business development.
• Comply with industry rules and regulations.
• Perform additional tasks as needed.

Skills

Client relationship management

Communication skills

Team collaboration

Education

MBA from top 10 business school

Series 7, 63 and 65 licensure

Job description

Morgan Stanley in the United States seeks an Investment Consultant - Relationship Manager to develop and oversee client relationships on the Financial Advisor team. You’ll combine personal skills with Morgan Stanley’s resources to help clients realize their financial goals.

In collaboration with the Financial Advisor Team, you will assess client circumstances and objectives, and provide highly strategic investment consulting along with access to comprehensive wealth planning services.