Investment Consultant - Relationship Manager at Morgan Stanley

San Francisco, California, United States -

Full Time

Start Date

Immediate

Expiry Date

16 Mar, 26

Salary

135000.0

Posted On

16 Dec, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Investment Strategies, Client Relationship Management, Financial Planning, Wealth Management, Investment Analysis, Compliance Knowledge, Communication Skills, Team Collaboration, Presentation Skills, Business Development, Financial Industry Knowledge, Regulatory Knowledge, Problem Solving, Client Needs Assessment, Strategic Planning, Diversity and Inclusion

Industry

Financial Services

Description

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 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. Extensive knowledge around financial industry and product knowledge Ability to communicate effectively with co-workers and clients Knowledge of applicable compliance rules and regulations and firm policies REPORTS TO: Branch Manager or Associate Market Manager 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. 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. Expected base pay rates for the role will be between $68,000 - $135,000 per year at the commencement of employment. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. 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

Responsibilities

The Investment Consultant - Relationship Manager advises clients based on the team's strategy and analyzes investment opportunities to recommend appropriate strategies. They are responsible for maintaining and developing client relationships to help meet financial goals and preparing presentations for business development.