Private Wealth Investment Advisor & Client Relationship Lead

Morgan-Stanley; Town of Islip (NY); On-site; USD 125,000 - 175,000; Full time

Job summary

Morgan Stanley is seeking an Investment Consultant - Relationship Manager to join the Financial Advisor team. The role focuses on developing and maintaining client relationships, assessing client circumstances, and delivering individualized investment consulting within the firm’s wealth management framework.

Responsibilities include advising clients, analyzing opportunities, and delivering seminars while complying with industry rules.

Qualifications

• Minimum qualifications include Series 7, 63 and 65 or Series 7 and 66, or completion of Series 7 and Series 66 within policy.
• Excellent written and oral communication skills.
• Bachelor's degree preferred with five years of business experience.

Responsibilities

• Advise clients in line with team strategy.
• Analyze investment opportunities and client needs; recommend strategies.
• Maintain and develop client relationships through wealth management planning.
• Prepare presentations and seminars for clients and prospects as needed.

Skills

Series 7/63/65

Communication skills

Education

Bachelor's degree (preferred)

Job description

Morgan Stanley is seeking an Investment Consultant - Relationship Manager to join the Financial Advisor team. The role focuses on developing and maintaining client relationships, assessing client circumstances, and delivering individualized investment consulting within the firm’s wealth management framework.

Responsibilities include advising clients, analyzing opportunities, and delivering seminars while complying with industry rules.