Senior Wealth Investment Consultant

711 MS Smith Barney, LLC; Vancouver (WA); Presencial; USD 80.000 - 125.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical benefits

Dental benefits

Vision benefits

Health Savings Account

Dependent Day Care Savings Account

Life Insurance

Disability Insurance

401(k) plan

Paid time off

Descripción de la vacante

Morgan Stanley hires an Investment Consultant - Relationship Manager to develop and oversee relationships with clients, combining personal service with firm resources to help clients achieve financial goals.

In collaboration with the Financial Advisor Team, the role assesses clients' circumstances to provide individualized consulting and access to wealth-building services. Thorough licensing and ongoing registrations are required.

Formación

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

Responsabilidades

• Advise clients in accordance with the Team's agreed upon strategy.
• Analyze investment opportunities and client needs, and recommend appropriate strategies.
• Maintain and develop client relationships by developing strategies to meet their financial goals through the use of financial planning and wealth management.
• Prepare and deliver presentations/seminars to clients and prospects for business development purposes, as needed.
• Comply with all industry rules and regulations.
• Additional tasks as needed.

Conocimientos

Financial industry knowledge

Communication skills

Regulatory compliance knowledge

Educación

Bachelor’s degree

FINRA registrations: Series 7 & 63

Descripción del empleo

Morgan Stanley hires an Investment Consultant - Relationship Manager to develop and oversee relationships with clients, combining personal service with firm resources to help clients achieve financial goals.

In collaboration with the Financial Advisor Team, the role assesses clients' circumstances to provide individualized consulting and access to wealth-building services. Thorough licensing and ongoing registrations are required.