Wealth Strategy Advisor & Relationship Manager

Morgan-Stanley; Scottsdale (AZ); On-site; USD 90,000 - 130,000; Full time

Job summary

Morgan Stanley’s Investment Consultant - Relationship Manager role builds and maintains client relationships on a FA/PWA team, delivering tailored investment advice to help clients achieve financial goals. The position collaborates with Financial Advisor Teams to assess client circumstances and offer strategic wealth management solutions.

The role requires strong communication, deep financial knowledge, and compliance with industry regulations, with opportunities to present to clients and

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.
• 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.

Skills

Financial knowledge

Client communication

Presentation skills

Regulatory compliance

Education

Bachelor’s degree

Series 7

Series 63

RA registration

FINRA registration

Job description

Morgan Stanley’s Investment Consultant - Relationship Manager role builds and maintains client relationships on a FA/PWA team, delivering tailored investment advice to help clients achieve financial goals. The position collaborates with Financial Advisor Teams to assess client circumstances and offer strategic wealth management solutions.

The role requires strong communication, deep financial knowledge, and compliance with industry regulations, with opportunities to present to clients and