Investment Consultant

Investment Consultant

Job Number : 3259916

3259916

Posting Date

Oct 3, 2024

Primary Location

Americas-United States of America-Indiana-Indianapolis

Wealth ManagementEmployment Type : Full TimeJob Level : Professional

Description

Investment Consultant - Relationship Manager

Other Pay : Salary, Bonus

Employee Type : Full-Time

Industry : Banking - Financial Services, Securities, Sales - Marketing

Manages Others : No

Job Type : Finance, Banking, Sales

Education : 4 Year Degree

Experience : At least 5 year(s)

Description :

An Investment Consultant - Relationship Manager on a Financial Advisor team is responsible for the development, maintenance and oversight of relationships with new and existing clients.

The Relationship Manager combines personal skills with all the resources of Morgan Stanley Smith Barney for the purpose of helping clients realize their financial goals.

In collaboration with the Financial Advisor Team, Relationship Managers are responsible for assessing a client's circumstances and objectives, and based on those, go on to provide individualized, highly strategic Investment consulting.

Relationship Managers have access to a full range of wealth building, managing and preserving services throughout the Firm that they will offer to the clients of the Financial Advisor team they join.

Responsibilities :

• 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
• Additional tasks as needed

Qualifications

Requirements :

Minimum Qualifications

• Track record of successful work experience for a period of three to five years
• Active Series 7, 63 and 65 or Series 7 and 66, or successful completion of Series 7 and Series 66 exams within the time frame provided by applicable company policy
• Ability to communicate effectively with co-workers and clients
• Excellent written and oral communication skills
• A bachelor's degree is preferred with five years of business experience and proven success in a previous career

Morgan Stanley Smith Barney is an equal opportunity employer committed to diversifying its workforce

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence.

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.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M / F / Disability / Vet).