PWM Investment Consultant - Morgan Stanley
Miami, FL
About the Job
Job Number:
3258681Posting Date
: Sep 24, 2024Primary Location
: Americas-United States of America-Florida-MiamiJob
: Wealth ManagementDescription
DUTIES and 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
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
Knowledge/Skills
• Financial industry and product knowledge
• Effective written and verbal communication skills
• Knowledge of applicable compliance rules and regulations and firm policies
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).