Investment Consultant, Relationship Manager

Job Overview

The Investment Consultant – Relationship Manager on the FA/PWA team is responsible for developing, maintaining, and overseeing relationships with new and existing clients, providing individualized, highly strategic investment consulting, and collaborating with the Financial Advisor Team to assess client circumstances and objectives.

• 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.
• Perform additional tasks as needed.

• Minimum of a bachelor’s degree or comparable professional certification required.
• Active Series 7, 63 and must maintain investment adviser representative (RA) registration where required, in the state of business and any other state(s) where a physical place of business is maintained.
• Product and state licenses must be in parallel to Financial Advisors on the Team.
• At least 5 years of business experience and proven success in a previous career.
• Minimum of 5 years FINRA Registration preferred.
• Extensive knowledge of the financial industry and product knowledge.
• Ability to communicate effectively with co-workers and clients.
• Excellent written and oral communication skills.
• Knowledge of applicable compliance rules and regulations and firm policies.

Branch Manager or Associate Market Manager.

At Morgan Stanley, we are an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

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