Wealth Management Relationship Consultant

711 MS Smith Barney, LLC; Fort Worth (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

Morgan Stanley Smith Barney is seeking an Investment Consultant - Relationship Manager to develop and oversee client relationships on a FA/PWA team. You will collaborate with Financial Advisor Teams to assess client objectives and provide tailored investment consulting.

This role requires a bachelor’s degree, FINRA licenses, and 5+ years of experience. You will work in a client-focused environment offering wealth management services and opportunities for growth within the firm.

Qualifications

• Minimum of bachelor’s degree or comparable professional certification required.
• Active Series 7, 63 and must maintain investment adviser representative (RA) registration, where required, in their place of business state and any other state(s) where the individual maintains a physical place of business. Additional product licenses may be required.
• Product and state licenses must be in parallel to Financial Advisors on the Team.
• At least 5 year(s) of business experience and proven success in a previous career.
• Minimum of 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 through the use of financial planning and wealth management.
• Prepare and deliver presentations/seminars to clients and prospects for business development purposes, as needed.
• Comply with all industry rules and regulations.
• Additional tasks as needed.
• Partners with the Financial Advisor / Private Wealth Advisor team to develop and implement a comprehensive business plan, supporting the firm’s service model of delivering first-class service in a first-class way.
• Evaluates, develops, and implements new services offered by the firm in collaboration with Financial Advisor / Private Wealth Advisor team to determine how to integrate them into current service offering.
• Cultivates and enhances new and existing client relationships through active communication and problem resolution.
• Identifies, explains, and delivers firm services and solutions to help clients meet a specific need or request.
• Conducts enrollment campaigns/meetings for clients.

Education

Bachelor's degree or comparable professional certification

Job description

Morgan Stanley Smith Barney is seeking an Investment Consultant - Relationship Manager to develop and oversee client relationships on a FA/PWA team. You will collaborate with Financial Advisor Teams to assess client objectives and provide tailored investment consulting.

This role requires a bachelor’s degree, FINRA licenses, and 5+ years of experience. You will work in a client-focused environment offering wealth management services and opportunities for growth within the firm.