Wealth Advisory Relationship Manager

Morgan-Stanley; Town of Islip (NY); On-site; USD 100,000 - 165,000; Full time

Job summary

Morgan Stanley is seeking an Investment Consultant and Relationship Manager to join our Financial Advisor team in New York. You will develop and oversee client relationships, assess objectives, and deliver personalized investment strategies aligned with the team's plan.

You will prepare presentations, contribute to business development, and maintain compliance with industry rules while leveraging wealth management resources to help clients reach their goals.

Qualifications

• Track record of 3–5 years in investment or relationship management.
• Active Series 7, 63 and 65 or Series 7/66 per policy.
• Military background and experience.

Responsibilities

• Advise clients per the team’s strategy.
• Analyze investment opportunities and client needs; recommend strategies.
• Maintain and develop client relationships to meet financial goals via wealth management.

Skills

Client relationship building

Investment consulting

Communication

Presentation skills

Education

MBA from top 10 business school

Job description

Morgan Stanley is seeking an Investment Consultant and Relationship Manager to join our Financial Advisor team in New York. You will develop and oversee client relationships, assess objectives, and deliver personalized investment strategies aligned with the team's plan.

You will prepare presentations, contribute to business development, and maintain compliance with industry rules while leveraging wealth management resources to help clients reach their goals.