Jobs in United States

Private Wealth Management Investment Consultant

Location: New York City, New York, United States
Salary: 125000 - 175000 USD Yearly

Job Details

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

• 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

Company Details

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 that’s differentiated.

Skills

• investment consulting
• client relationship management
• Financial planning
• wealth management
• Excellent Communication
• Regulatory compliance
• Strong presentation skills
• Business development
• Team collaboration
• Strong Analytical skills
• Problem-Solving