Investment Consultant - Relationship Manager

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  Advise clients in accordance with the Team's agreed upon strategy

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  Analyze investment opportunities and client needs, and recommend appropriate strategies

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  Maintain and develop client relationships by developing strategies to meet their financial goals through the use of financial planning and wealth management

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  Prepare and deliver presentations/seminars to clients and prospects for business development purposes, as needed

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  Comply with all industry rules and regulations

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  Additional tasks as needed

• Minimum of bachelor’s degree or comparable professional certification required

• Active Series 7, 63 and must maintain investment adviser representative (RA) registration, where required, in their place of business state and any other state(s) where the individual maintains a physical place of business. Additional product licenses may be required

• Product and state licenses must be in parallel to Financial Advisors on the Team

• At least 5 year(s) of business experience and proven success in a previous career

• Minimum of 5 years FINRA Registration preferred

• Extensive knowledge around financial industry and product knowledge

• Ability to communicate effectively with co-workers and clients

• Excellent written and oral communication skills

• Knowledge of applicable compliance rules and regulations and firm policies

• Branch Manager or Associate Market Manager

To qualify, applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.

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 – and we’ve 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 - aren’t 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, you’ll 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. There’s 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.