Industry: Financial Planning Consultants,Investments,Financial Planners

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

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Full Job Description

Morgan Stanley Wealth Management Job Advertisement

Financial Planning Consultant

Morgan Stanley Wealth Management is seeking experienced and dedicated Financial Planning Consultants to join our team. We are looking for individuals who are passionate about helping clients achieve their financial goals and who possess excellent communication and analytical skills.

Key Responsibilities:

• Provide comprehensive financial planning services to high-net-worth individuals and families
• Develop customized financial strategies based on client goals and risk tolerance
• Conduct regular portfolio reviews and make recommendations for adjustments as needed
• Collaborate with team members and clients’ other advisors to ensure seamless communication and coordination
• Stay up-to-date on industry trends and changes in tax laws to provide the best possible advice to clients

Qualifications:

• Minimum of 5 years of experience in financial planning or wealth management
• Certified Financial Planner (CFP) designation preferred
• Strong understanding of investment products and financial markets
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team

Benefits:

• Competitive salary and bonus structure
• Comprehensive benefits package including health insurance and retirement savings plan
• Opportunities for career advancement and professional development
• Access to cutting-edge technology and resources to support your work

Investments Manager

Are you an experienced Investments Manager looking for a new challenge? Join Morgan Stanley Wealth Management and work with a team of industry experts to help clients build and manage their investment portfolios.

Key Responsibilities:

• Research and analyze investment opportunities across various asset classes
• Create and implement investment strategies tailored to clients’ financial goals and risk tolerance
• Monitor portfolio performance and make adjustments as needed to optimize returns
• Provide regular updates and communication to clients on market trends and investment performance
• Collaborate with financial planners and other team members to deliver comprehensive wealth management solutions

Qualifications:

• Bachelor’s degree in finance, economics, or a related field
• Minimum of 3 years of experience in investment management
• CFA or CIMA designation preferred
• Strong analytical and quantitative skills
• Ability to thrive in a fast-paced, high-pressure environment

Benefits:

• Competitive salary and performance-based bonuses
• Comprehensive health and wellness benefits
• Ongoing training and development opportunities
• Access to cutting-edge tools and resources to support your work

Financial Planner

Morgan Stanley Wealth Management is looking for experienced Financial Planners to join our team. As a Financial Planner, you will work closely with clients to understand their financial goals and develop personalized plans to help them achieve success.

Key Responsibilities:

• Assess clients’ financial situations and develop comprehensive financial plans
• Provide guidance on investment strategies, retirement planning, estate planning, and tax optimization
• Monitor and review clients’ portfolios regularly to ensure they remain aligned with their goals
• Deliver exceptional service and communication to build long-lasting client relationships
• Collaborate with team members and external partners to deliver holistic wealth management solutions

Qualifications:

• Minimum of 3 years of experience as a Financial Planner or Advisor
• CFP or ChFC designation preferred
• Strong knowledge of financial planning concepts and investment products
• Excellent interpersonal and communication skills
• Ability to work effectively in a dynamic and fast-paced environment

Benefits:

• Competitive compensation package with opportunities for performance-based bonuses
• Comprehensive health and wellness benefits
• Professional development and training opportunities
• Access to cutting-edge technology and resources to support your work

If you are ready to take the next step in your career and join a leading wealth management firm, apply today on our careers page.