Senior Investment Consultant & Client Relationship Manager

Morgan Stanley; Scottsdale (AZ); On-site; USD 120,000 - 180,000; Full time

Job summary

Morgan Stanley is seeking an Investment Consultant - Relationship Manager on a FA/PWA team to develop, maintain and oversee client relationships, combining personal skills with the Firm's resources to help clients realize their financial goals.

In collaboration with the Financial Advisor Team, you will assess each client’s circumstances and objectives to provide individualized, highly strategic investment consulting, with access to a full range of wealth-building, managing and preserving

Qualifications

• Bachelor’s degree or comparable professional certification is required.
• Active FINRA registrations (Series 7, 63) and RA where required.
• Minimum 5 years of business experience; FINRA registration preferred.

Responsibilities

• Advise clients according to the team's strategy.
• Analyze investment opportunities and client needs; recommend strategies.
• Develop and maintain client relationships to meet financial goals.
• Prepare presentations and seminars for business development as needed.
• Comply with industry rules and regulations.

Skills

Client relationship management

Financial industry knowledge

Communication skills

Compliance knowledge

Education

Bachelor’s degree or comparable professional certification

Job description

Morgan Stanley is seeking an Investment Consultant - Relationship Manager on a FA/PWA team to develop, maintain and oversee client relationships, combining personal skills with the Firm's resources to help clients realize their financial goals.

In collaboration with the Financial Advisor Team, you will assess each client’s circumstances and objectives to provide individualized, highly strategic investment consulting, with access to a full range of wealth-building, managing and preserving