Private Wealth Investment & Relationship Advisor

Morgan Stanley; Dallas (TX); On-site; USD 100,000 - 130,000; Full time

Job summary

Morgan Stanley seeks an Investment Consultant - Relationship Manager to support the Wealth Management team in Dallas, TX. You will work with Financial Advisors to assess client needs, analyze investment opportunities, and deliver tailored strategies to help clients reach their financial goals.

You will cultivate new relationships and provide ongoing wealth planning guidance, while ensuring compliance with industry rules.

Qualifications

• Minimum of bachelor’s degree or comparable professional certification.
• Active Series 7, 63 and must maintain investment adviser representative (RA) registration, where required.
• Product and state licenses must be in parallel to Financial Advisors on the Team.
• At least 5 years of business experience and proven success in a previous career.
• Minimum of 5 years FINRA Registration preferred.

Responsibilities

• Advise clients in accordance with the Team's strategy.
• Analyze investment opportunities and client needs and recommend strategies.
• Develop and maintain client relationships to meet financial goals.
• Prepare and deliver presentations/seminars to clients and prospects.
• Comply with industry rules and regulations.
• Partner with Financial Advisor/Private Wealth Advisor team on business plans.

Skills

Client relationships

Communication skills

Financial analysis

Industry knowledge

Education

Bachelor’s degree or equivalent

Active FINRA Series 7 & 63 and RA registration

Job description

Morgan Stanley seeks an Investment Consultant - Relationship Manager to support the Wealth Management team in Dallas, TX. You will work with Financial Advisors to assess client needs, analyze investment opportunities, and deliver tailored strategies to help clients reach their financial goals.

You will cultivate new relationships and provide ongoing wealth planning guidance, while ensuring compliance with industry rules.