Wealth Investment Relationship Manager

Morgan Stanley

Birmingham (AL)

On-site

USD 78,000 - 120,000

Full time

14 days+

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Benefits offered by this job

Health insurance

Job summary

Morgan Stanley's Investment Consultant - Relationship Manager on a FA/PWA team focuses on building and overseeing client relationships, leveraging Morgan Stanley Smith Barney resources to help clients achieve financial goals. You will collaborate with the Financial Advisor Team to assess client circumstances and tailor strategic investment consulting.

The role emphasizes strong communication, deep industry knowledge, compliance with regulations, and the ability to develop proactive wealth

Qualifications

Bachelor’s degree or comparable professional certification required.
Active Series 7 and 63; RA registration where required; additional licenses may be required.
Licenses must align with Financial Advisors on the Team.
At least 5 years of business experience; 5 years FINRA registration preferred.

Responsibilities

Advise clients in accordance with the Team's agreed upon strategy.
Analyze investment opportunities and client needs, and recommend appropriate strategies.
Maintain and develop client relationships by developing strategies to meet their financial goals.
Prepare and deliver presentations/seminars to clients and prospects for business development purposes.
Comply with all industry rules and regulations.
Additional tasks as needed.