Strategic Investment Consultant & Client Relations

PowerToFly; San Francisco (CA); On-site; USD 68,000 - 135,000; Full time

Job summary

Morgan Stanley is seeking an Investment Consultant - Relationship Manager on a FA/PWA team to develop, maintain, and oversee relationships with new and existing clients, delivering highly strategic investment consulting. In collaboration with the Financial Advisor Team, the role assesses client objectives to provide tailored wealth management strategies and personalized financial planning solutions.

The position offers base pay with potential commissions and bonuses.

Qualifications

• Bachelor's degree or comparable professional certification required.
• Active Series 7 and 63 licenses; RA registration where required.
• Minimum 5 years of business experience; FINRA registration preferred.
• Knowledge of financial products and compliance rules.

Responsibilities

• Advise clients according to 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.

Skills

Financial industry knowledge

Client communication

Regulatory compliance

Written and verbal communication

Education

Bachelor's degree

Active Series 7 & 63 licenses

RA registration

Job description

Morgan Stanley is seeking an Investment Consultant - Relationship Manager on a FA/PWA team to develop, maintain, and oversee relationships with new and existing clients, delivering highly strategic investment consulting. In collaboration with the Financial Advisor Team, the role assesses client objectives to provide tailored wealth management strategies and personalized financial planning solutions.

The position offers base pay with potential commissions and bonuses.