MNC InsiderMNC Insider

Investment Consultant - Relationship Manager

Morgan Stanley

Investment Consultant - Relationship Manager

full-timePosted: Aug 7, 2026Updated: Sep 2, 2026Chicago IL 233

Job Description

.POSITION SUMMARY:The Investment Consultant - Relationship Manager on a FA/PWA 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 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 teams they join.DUTIES AND RESPONSIBILITIES:Advise clients in accordance with the Team's agreed upon strategyAnalyze investment opportunities and client needs, and recommend appropriate strategiesMaintain and develop client relationships by developing strategies to meet their financial goals through the use of financial planning and wealth managementPrepare and deliver presentations/seminars to clients and prospects for business development purposes, as neededComply with all industry rules and regulationsAdditional tasks as neededEDUCATION AND/OR EXPERIENCEMinimum of bachelor’s degree or comparable professional certification requiredActive 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 requiredProduct and state licenses must be in parallel to Financial Advisors on the TeamAt least 5 year(s) of business experience and proven success in a previous careerMinimum of 5 years FINRA Registration preferredKNOWLEDGE/SKILLSExtensive knowledge around financial industry and product knowledgeAbility to communicate effectively with co-workers and clientsExcellent written and oral communication skillsKnowledge of applicable compliance rules and regulations and firm policiesREPORTS TO:Branch Manager or Associate Market ManagerWHAT 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://www.morganstanley.com/about-us/global-offices​ into your browser.Salary range for the position: $68,000 and $120,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.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://www.morganstanley.com/people-opportunities/eeo.

Locations

  • Chicago IL 233

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
  • 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

Target Your Resume for "Investment Consultant - Relationship Manager" , Morgan Stanley

Get personalized recommendations to optimize your resume specifically for Investment Consultant - Relationship Manager. Takes only 15 seconds!

AI-powered keyword optimization
Skills matching & gap analysis
Experience alignment suggestions

Check Your ATS Score for "Investment Consultant - Relationship Manager" , Morgan Stanley

Find out how well your resume matches this job's requirements. Get comprehensive analysis including ATS compatibility, keyword matching, skill gaps, and personalized recommendations.

ATS compatibility check
Keyword optimization analysis
Skill matching & gap identification
Format & readability score

Tags & Categories

GeneralGeneral

Answer 10 quick questions to check your fit for Investment Consultant - Relationship Manager @ Morgan Stanley.

Quiz Challenge
10 Questions
~2 Minutes
Instant Score

Related Books and Jobs

No related jobs found at the moment.