Wealth Advisor & Client Relationship Lead

Morgan Stanley

Atlanta (GA)

On-site

USD 90,000 - 150,000

Full time

11 days ago

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Job summary

Morgan Stanley in Atlanta is seeking an Investment Consultant - Relationship Manager for a FA/PWA team. You will develop, maintain, and oversee client relationships, providing personalized investment consulting with the full resources of the firm.

Collaborate with Financial Advisors to assess client goals and deliver strategic financial plans. You will present to clients and prospects, stay compliant with regulations, and contribute to business development.

Qualifications

Bachelor's degree or equivalent professional certification is required.
Active FINRA licenses (Series 7 and 63) and investment adviser registration where required.
Product licenses must align with Financial Advisors on the team.
At least 5 years of business experience and proven success in a prior career.
FINRA registration experience preferred.

Responsibilities

Advise clients per the team's agreed strategy.
Analyze investment opportunities and client needs to recommend strategies.
Maintain and grow client relationships using wealth management tools.
Prepare and deliver presentations for clients and prospects to drive business development.
Ensure compliance with industry rules and firm policies.
Additional tasks as needed.