Strategic Investment Consultant – Client Relationship Lead

Morgan Stanley; Chicago (IL); On-site; USD 68,000 - 120,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401(k)

Job summary

Morgan Stanley is seeking an Investment Consultant - Relationship Manager to join a FA/PWA team. The role focuses on developing and maintaining client relationships and delivering highly strategic investment consulting using Morgan Stanley’s resources.

You will assess client objectives and provide tailored financial guidance with an emphasis on wealth building and preservation. Key duties include advising clients, analyzing opportunities, and presenting to clients and prospects while complying

Qualifications

• Bachelor’s degree or equivalent professional certification required.
• Active Series 7, 63 and RA registration where required; state licenses may apply.
• Product licenses must align with Financial Advisors on the Team; FINRA registrations preferred.
• 5+ years of business experience and proven success in a previous career.

Responsibilities

• Advise clients in accordance with the Team's agreed strategy.
• Analyze investment opportunities and client needs, and recommend appropriate strategies.
• Maintain and develop client relationships through wealth management and financial planning.

Skills

Financial industry knowledge

Communication skills

Written and oral communication

Compliance knowledge

Education

Bachelor’s degree or equivalent

FINRA licenses (Series 7, 63) / RA registration

6+ years relevant experience

State licenses alignment with team

Job description

Morgan Stanley is seeking an Investment Consultant - Relationship Manager to join a FA/PWA team. The role focuses on developing and maintaining client relationships and delivering highly strategic investment consulting using Morgan Stanley’s resources.

You will assess client objectives and provide tailored financial guidance with an emphasis on wealth building and preservation. Key duties include advising clients, analyzing opportunities, and presenting to clients and prospects while complying