Job summary
Job post source
This job is directly from Morgan Stanley
Job overview
The Investment Consultant - Relationship Manager at Morgan Stanley is responsible for managing client relationships and providing strategic investment consulting to help clients achieve their financial goals.
Responsibilities and impact
The role involves advising clients based on team strategies, analyzing investment opportunities, maintaining and developing client relationships, delivering presentations for business development, and ensuring compliance with industry regulations.
Compensation and benefits
The expected base pay ranges from $50,000 to $115,000 annually, with additional compensation potentially including commissions, bonuses, and incentive packages, along with comprehensive employee benefits.
Experience and skills
Candidates must have a bachelor's degree or equivalent certification, active Series 7 and 63 licenses, and at least 5 years of business experience, preferably with FINRA registration; strong financial industry knowledge and communication skills are required.
Career development
Morgan Stanley offers opportunities for career mobility within the business for motivated employees, supporting professional growth.
Work environment and culture
Morgan Stanley values diversity, integrity, and excellence, fostering a collaborative and inclusive environment with support for employees' work-life balance.
Company information
Morgan Stanley is a global financial services firm with over 89 years of history, operating in 42 countries with a focus on client service, innovation, and diversity.
Team overview
The position reports to a Branch Manager or Associate Market Manager and works closely with Financial Advisor teams to deliver client services.
Unique job features
This role provides access to a full range of wealth management services and involves collaboration with Financial Advisor teams to deliver personalized investment strategies.
Company overview
Morgan Stanley is a leading global financial services firm that provides investment banking, securities, wealth management, and investment management services. The company generates revenue through advisory fees, trading commissions, asset management fees, and interest income from lending activities. Founded in 1935, Morgan Stanley has a rich history marked by its role in major financial transactions and its resilience through economic cycles. The firm is known for its strong client relationships and innovative financial solutions.
How to land this job
Position your resume to highlight your experience in client relationship management, financial advising, and strategic investment consulting to match the core responsibilities of the Investment Consultant - Relationship Manager role at Morgan Stanley.
Emphasize your knowledge of financial products, compliance with industry regulations, and your communication skills, especially your ability to work collaboratively with Financial Advisor teams and deliver client presentations.
Apply through multiple channels including Morgan Stanley's official careers website and LinkedIn to maximize your application visibility and ensure you don't miss any openings for this role.
Connect with current Morgan Stanley professionals in wealth management or financial advisory divisions on LinkedIn; use ice breakers like commenting on recent Morgan Stanley financial initiatives or asking about their experience working within the FA/PWA teams.
Optimize your resume for ATS by incorporating keywords from the job description such as 'investment consulting,' 'client relationship management,' 'financial planning,' 'compliance,' and relevant licenses like 'Series 7' and 'Series 63' to pass initial automated screenings.
Use Jennie Johnson's Power Apply feature to automate tailored applications, identify multiple application portals, and find LinkedIn contacts in the relevant division, allowing you to focus your time on preparing for interviews and networking effectively.
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