Strategic Private Wealth Investment Consultant

Morgan Stanley; Denver (CO); Presencial; USD 68.000 - 120.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical benefits

401(k) plan

Paid time off

Descripción de la vacante

Morgan Stanley is seeking an Investment Consultant - Relationship Manager to join a Financial Advisor/Private Wealth Advisor team in a client-focused capacity. The role emphasizes developing, maintaining, and overseeing relationships with new and existing clients to help them meet financial goals.

Responsibilities include advising clients according to strategy, analyzing opportunities, presenting to clients, and ensuring compliance.

Formación

• Bachelor's degree or professional certification required.
• Active Series 7 and 63 licenses and RA registration where required.
• Additional product licenses may be required.
• At least 5 years of business experience and proven success in a previous career.
• Minimum of 5 years FINRA Registration preferred.

Responsabilidades

• Advise clients per team strategy.
• Analyze investment opportunities and client needs; recommend strategies.
• Develop and maintain client relationships through wealth management.
• Prepare presentations to clients and prospects for business development.
• Ensure compliance with industry rules and regulations.
• Perform additional tasks as needed.

Conocimientos

Financial knowledge

Client relationships

Communication

Presentation skills

Educación

Bachelor's degree

Series 7 & 63 licenses

RA registration

FINRA experience

Descripción del empleo

Morgan Stanley is seeking an Investment Consultant - Relationship Manager to join a Financial Advisor/Private Wealth Advisor team in a client-focused capacity. The role emphasizes developing, maintaining, and overseeing relationships with new and existing clients to help them meet financial goals.

Responsibilities include advising clients according to strategy, analyzing opportunities, presenting to clients, and ensuring compliance.