Role OverviewThe Investment Consultant - Relationship Manager is responsible for developing, maintaining, and overseeing relationships with new and existing clients. They combine personal skills with Morgan Stanley resources to help clients achieve their financial goals.
What You Will Do
Advise clients, analyze investment opportunities, and recommend strategies. Maintain and develop client relationships, and prepare presentations/seminars for business development.
Why It Might Be a Fit
The ideal candidate has extensive knowledge of the financial industry, excellent communication skills, and a proven track record in a previous career.
Requirements
- Bachelor's degree or comparable professional certification
- Active Series 7, 63, and investment adviser representative (RA) registration
- At least 5 years of business experience and proven success in a previous career
- FINRA Registration preferred
Benefits
- Comprehensive employee benefits and perks
- Opportunity to move about the business for those who show passion and grit in their work
- Equal opportunity employer committed to building and maintaining a diverse workforce
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