Investment Consultant - Relationship Manager

Investment Consultant

• Relationship Manager Morgan Stanley 3.

1 ( ) Menlo Park, CA for later Why you should apply for a job to

Morgan Stanley :

Our best-in-class Return to Work program is an excellent opportunity to re-engage and pick up where you left off after a career break. Whether you're welcoming a new addition, watching your children grow or caring for aging parents, there's support. An employee stock purchase program, 401(k) retirement savings, 529 plans with a company match, IRAs? Check, check, check and check. #

JR037549

Position summary ment 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

EDUCATION AND/OR EXPERIENCE

• 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

KNOWLEDGE/SKILLS

• 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

REPORTS TO

• Branch Manager or Associate Market Manager

WHAT YOU CAN EXPECT FROM MORGAN STANLEY

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://https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be between $68,000 and $120,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. 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://https://www.morganstanley.com/people-opportunities/eeo . Why you should apply for a job to

Morgan Stanley :

Our best-in-class Return to Work program is an excellent opportunity to re-engage and pick up where you left off after a career break. Whether you're welcoming a new addition, watching your children grow or caring for aging parents, there's support. An employee stock purchase program, 401(k) retirement savings, 529 plans with a company match, IRAs? Check, check, check and check.