Investment Consultant - Relationship Manager

Morgan Stanley

Base: $68,000 - $135,000 py; bonus/equity: commiss...
Assess client circumstances and objectives
Develop strategies to meet financial goals
Prepare and deliver presentations to clients
The role combines personal skills with firm resources to help clients realize their financial goals through individualized investment consulting

Job Summary

  • The role combines personal skills with firm resources to help clients realize their financial goals through individualized investment consulting.
  • Relationship Managers are responsible for advising clients, analyzing investment opportunities, and maintaining relationships in accordance with the team's strategy.
  • Morgan Stanley offers a supportive environment with comprehensive benefits, diversity initiatives, and ample opportunity for career movement.

Matching Summary

The role combines personal skills with firm resources to help clients realize their financial goals through individualized investment consulting.

Salary

Base: $68,000 - $135,000 per year; Bonus/Equity: Commission earnings, incentive compensation, discretionary bonuses; Benefits: Comprehensive employee benefits and perks

Skills & Requirements

Must-have

  • Assess client circumstances and objectives
  • Develop strategies to meet financial goals
  • Prepare and deliver presentations to clients

Nice-to-have

  • Excellent written and oral communication skills
  • Collaborative team environment
  • Diverse backgrounds and experiences

Key Requirements

  • Minimum of bachelor's degree or comparable certification
  • Active Series 7, 63 licenses required
  • At least 5 years of business experience
  • Maintain Investment Adviser Representative registration

Work Rights

Not specified

Tailored Resume

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