Strategic Wealth Advisor & Relationship Manager

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

Job summary

Morgan Stanley seeks an Investment Consultant - Relationship Manager to develop, maintain, and oversee client relationships on a FA/PWA team. You will blend personal skills with firm resources to help clients reach their financial goals, assessing circumstances with individualized strategic investment consulting.

You will use broad wealth management services and coordinate with Financial Advisor teams to tailor solutions, with a focus on compliant, client-centered planning and ongoing

Qualifications

• Bachelor's degree or equivalent required.
• Active Series 7 and 63 licenses; RA registration where required.
• Product licenses must align with Financial Advisors on the Team.

Responsibilities

• Advise clients in accordance with the Team's strategy.
• Analyze investment opportunities and client needs; recommend strategies.
• Develop client relationships using financial planning and wealth management.
• Prepare and deliver presentations to clients and prospects for business development.

Skills

Financial knowledge

Client communication

Presentation skills

Regulatory compliance

Team collaboration

Education

Bachelor's degree or equivalent

Series 7 and 63 licenses

RA registration

Job description

Morgan Stanley seeks an Investment Consultant - Relationship Manager to develop, maintain, and oversee client relationships on a FA/PWA team. You will blend personal skills with firm resources to help clients reach their financial goals, assessing circumstances with individualized strategic investment consulting.

You will use broad wealth management services and coordinate with Financial Advisor teams to tailor solutions, with a focus on compliant, client-centered planning and ongoing