Posted 12 days ago
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**Summary:** Join Morgan Stanley as an **Investment Consultant** - Relationship Manager. **Key Responsibilities** include advising clients, analyzing investment opportunities, maintaining and developing client relationships, and delivering presentations. **Requirements** are a minimum of 3-5 years of relevant experience, active Series 7, 63 and 65 licenses, excellent communication skills, and a bachelor's degree. **Collaborate** with Financial Advisor teams and leverage a full range of wealth management services. **Comply** with industry rules and regulations. **Base Pay**: $68,000 - $120,000.
- Compensation
- $68,000 – $120,000 USD
- City
- Not specified
- Country
- Not specified
Currency: $ (USD)
Full Job Description
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
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
Morgan Stanley Smith Barney is an equal opportunity employer committed to diversifying its workforce
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.
Expected base pay rates for the role will be between $68,000 and $120,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
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.
