Wealth Relationship Manager & Investment Strategist

Morgan-Stanley

Birmingham (AL)

On-site

USD 85,000 - 120,000

Full time

14 days+

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Job summary

Morgan Stanley is seeking an Investment Consultant - Relationship Manager in Birmingham, AL, to develop, maintain and oversee client relationships within the FA/PWA team. You will combine interpersonal skills with firm resources to help clients reach their financial goals, with responsibilities including advisory delivery, financial planning and wealth management.

The role requires a bachelor’s degree or professional certification, active Series 7 and 63, RA registration, and at least five years

Qualifications

Bachelor’s degree or comparable professional certification.
Active FINRA Series 7 and Series 63, and RA registration.
At least 5 years of business experience with FINRA registration preferred.
Knowledge of applicable compliance rules and firm policies.
Excellent written and oral communication skills.

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 to meet financial goals through wealth management.
Prepare and deliver presentations/seminars to clients and prospects for business development purposes.
Comply with all industry rules and regulations.
Additional tasks as needed.