Strategic Wealth Investment Consultant & Manager

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

Job summary

Morgan Stanley is seeking an Investment Consultant - Relationship Manager to build and oversee client relationships on a FA/PWA team. You’ll assess client objectives and provide tailored investment guidance using Morgan Stanley resources, collaborating with Financial Advisor Teams to deliver strategic outcomes.

Role requires a bachelor’s degree and active FINRA licenses; five years of experience and strong communication are expected.

Qualifications

• Bachelor’s degree or comparable professional certification is required.
• Active Series 7 and 63; RA registration where required in the place of business state.
• At least 5 years of business experience; FINRA registration preferred.

Responsibilities

• Advise clients per the team’s strategy.
• Analyze opportunities and client needs; recommend strategies.
• Maintain and develop client relationships through financial planning and wealth management.
• Prepare and deliver presentations/seminars for business development as needed.
• Comply with industry rules and firm policies.

Skills

Financial knowledge

Communication skills

Written and oral communication

Compliance knowledge

Education

Bachelor’s degree or comparable certification

Series 7 and 63, RA registration

Job description

Morgan Stanley is seeking an Investment Consultant - Relationship Manager to build and oversee client relationships on a FA/PWA team. You’ll assess client objectives and provide tailored investment guidance using Morgan Stanley resources, collaborating with Financial Advisor Teams to deliver strategic outcomes.

Role requires a bachelor’s degree and active FINRA licenses; five years of experience and strong communication are expected.