Wealth Relationship Consultant

PowerToFly; Tuscaloosa (AL); On-site; USD 85,000 - 125,000; Full time

Job summary

Morgan Stanley is seeking an Investment Consultant - Relationship Manager to develop and oversee client relationships, delivering highly strategic investment advice in coordination with the Financial Advisor Team.

The role requires deep knowledge of financial products, strong communication skills, and compliance with regulatory standards. Ideal candidates hold Series 7/63 and RA registration, with a track record of client-focused wealth management solutions.

Qualifications

• Bachelor’s degree or equivalent professional certification.
• Active Series 7 and 63 licenses; RA registration where required.
• At least 5 years of business experience; FINRA registration preferred.

Responsibilities

• Advise clients per the team’s strategy.
• Analyze investment opportunities and client needs; recommend strategies.
• Develop and maintain client relationships through wealth management planning.
• Prepare presentations for clients and prospects to drive business development.
• Ensure compliance with industry rules and firm policies.

Skills

Financial industry knowledge

Communication skills

Written and oral communication

Regulatory knowledge

Education

Bachelor's degree

Series 7 license

Series 63 license

Investment adviser representative registration

Job description

Morgan Stanley is seeking an Investment Consultant - Relationship Manager to develop and oversee client relationships, delivering highly strategic investment advice in coordination with the Financial Advisor Team.

The role requires deep knowledge of financial products, strong communication skills, and compliance with regulatory standards. Ideal candidates hold Series 7/63 and RA registration, with a track record of client-focused wealth management solutions.