Posted 7 days ago
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**Investment Consultant - Relationship Manager CPA: Strategic, Client-Focused Role at Morgan Stanley Smith Barney** - **Manage & Develop** client relationships, aligning financial goals with tailored investment strategies, in collaboration with the Financial Advisor Team. - **Analyze & Recommend** appropriate investment strategies based on client needs and market opportunities. - **Present & Communicate** complex financial concepts effectively to clients and prospects via presentations and seminars. - **Comply** with industry rules and regulations, ensuring a robust and compliant client service environment. **Role Requirements:** - **CPA**, with a 3-5 year track record, and a passion for managing client relationships. - **Active** Series 7, 63, and 65 licenses (or equivalent), or commitment to obtain within given firm policy. - **Bachelor's degree** preferred, with 5 years of business experience; excellent communication skills. Join Morgan Stanley, where you'll benefit from world-class training, diverse teams, and challenging opportunities. Enjoy inclusive benefits and a culture driven by exceptional ideas and a commitment to putting clients first.
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Full Job Description
Description:
An Investment Consultant - Relationship Manager on a Financial Advisor team is responsible for the development, maintenance and oversight of relationships with new and existing clients. The Relationship Manager combines personal skills with all the resources of Morgan Stanley Smith Barney for the purpose of helping clients realize their financial goals. In collaboration with the Financial Advisor Team, Relationship Managers are responsible for assessing a client's circumstances and objectives, and based on those, go on to provide individualized, highly strategic Investment consulting. Relationship Managers have access to a full range of wealth building, managing and preserving services throughout the Firm that they will offer to the clients of the Financial Advisor team they join.
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
Requirements:
Minimum Qualifications
Certified Public Accountant (CPA) required
Track record of successful work experience for a period of three to five years
Active Series 7, 63 and 65 or Series 7 and 66, or successful completion of Series 7 and Series 66 exams within the time frame provided by applicable company policy
Ability to communicate effectively with co-workers and clients
Excellent written and oral communication skills
A bachelor's degree is preferred with five years of business experience and proven success in a previous career
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients helping them reach their goals. We do it in a way thats differentiated and weve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - arent just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, youll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. Theres also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Morgan Stanley is 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.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
