Job Description

The Investment Consultant - Relationship Manager is responsible for developing and maintaining relationships with clients, helping them achieve their financial goals through strategic investment consulting. This role requires collaboration with a Financial Advisor Team to assess client needs and provide tailored financial strategies.

Requirements

Minimum of bachelor’s degree or comparable professional certification required
Active Series 7, 63 and must maintain investment adviser representative (RA) registration
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

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
Prepare and deliver presentations/seminars to clients and prospects for business development purposes
Comply with all industry rules and regulations
Additional tasks as needed

Benefits

Morgan Stanley offers extensive benefits that support employees’ careers, health, finances, and families, including top-tier medical coverage, mental health support, generous parental leave, fertility and family-building benefits, and robust retirement and stock purchase plans. Employees also gain access to continuous learning and networking opportunities, volunteer and giving programs aligned with the firm’s values, and hundreds of lifestyle perks like discounted products, cultural and entertainment tickets, and commuter savings.