Senior Wealth Investment Advisor & Relationship Manager

Morgan-Stanley; Dallas (TX); On-site; USD 90,000 - 150,000; Full time

Job summary

Morgan Stanley invites investment professionals to join our FA/PWA team, focusing on relationship management and holistic wealth strategies for clients. You’ll collaborate with Financial Advisor teams to assess client circumstances and deliver tailored investment consulting.

The role emphasizes building durable relationships, driving business development, and complying with industry regulations while providing premier service across Morgan Stanley’s wealth platforms.

Qualifications

• Bachelor’s degree or comparable professional certification required.
• Active Series 7 and 63 licenses and investment adviser registration where required.
• At least 5 years of business experience with FINRA licensing preferred.

Responsibilities

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

Skills

Excellent written and oral comms

Education

Bachelor’s degree or equivalent

Job description

Morgan Stanley invites investment professionals to join our FA/PWA team, focusing on relationship management and holistic wealth strategies for clients. You’ll collaborate with Financial Advisor teams to assess client circumstances and deliver tailored investment consulting.

The role emphasizes building durable relationships, driving business development, and complying with industry regulations while providing premier service across Morgan Stanley’s wealth platforms.