Morgan Stanley
Overview
Direct message the job poster from Morgan Stanley
DUTIES and RESPONSIBILITIES:
Establishes and cultivates trusting relationships with new and existing clients, proactively helping them understand their investments and planning strategies, often with guidance and input from senior team members.
Supports Financial Advisors / Private Wealth Advisors in the development and delivery of financial and investment strategies that address each client’s goals and concerns.
Prepares performance reports and other data for clients, evaluating account performance, analyzing investment portfolio holdings, and generating quarterly investment performance monitors.
Engages in interactive dialogue with clients and prospects to determine investment objectives, current portfolio status, risk tolerance, and other information necessary to craft a comprehensive financial strategy in conjunction with the Financial Advisor / Private Wealth Advisor.
Works with clients on the execution of orders in Brokerage and Advisory accounts.
Assists with market and stock research.
Assists in creating Statements of Investment Policy Statements for clients in coordination with Financial Advisor / Private Wealth Advisor.
Manages events, webinars and seminars by organizing, marketing and setting up the venue in collaboration with the Financial Advisor / Private Wealth Advisor.
Qualifications - External Education, Experience, Knowledge, and Skills
Education and/or Experience: 2+ years of work experience (5+ years for Associate level) in a field relevant to the position.
4-year college degree or professional certification preferred.
Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA); additional licenses may be required.
Knowledge of working with people and problem solving.
Knowledge of the financial industry and investment products preferred.
Effective written and verbal communication skills.
Strong understanding of applicable compliance rules, regulations and firm policies.
Ability to work independently and effectively on a team.
Strong computer skills including Microsoft Office (Word, Excel, PowerPoint).
Detail-oriented with superior organizational skills and ability to prioritize tasks.
Ability and interest in working in a fast-paced, evolving environment.
Reports To
Business Service Officer, Morgan Stanley
Seniority level
Associate
Employment type
Full-time
Job function
Finance
The policy of the Firm is to ensure equal employment opportunity without discrimination or harassment. Morgan Stanley is committed to diversity and inclusion and to attracting, developing and retaining talented people from all backgrounds.
#J-18808-Ljbffr
DUTIES and RESPONSIBILITIES:
Establishes and cultivates trusting relationships with new and existing clients, proactively helping them understand their investments and planning strategies, often with guidance and input from senior team members.
Supports Financial Advisors / Private Wealth Advisors in the development and delivery of financial and investment strategies that address each client’s goals and concerns.
Prepares performance reports and other data for clients, evaluating account performance, analyzing investment portfolio holdings, and generating quarterly investment performance monitors.
Engages in interactive dialogue with clients and prospects to determine investment objectives, current portfolio status, risk tolerance, and other information necessary to craft a comprehensive financial strategy in conjunction with the Financial Advisor / Private Wealth Advisor.
Works with clients on the execution of orders in Brokerage and Advisory accounts.
Assists with market and stock research.
Assists in creating Statements of Investment Policy Statements for clients in coordination with Financial Advisor / Private Wealth Advisor.
Manages events, webinars and seminars by organizing, marketing and setting up the venue in collaboration with the Financial Advisor / Private Wealth Advisor.
Qualifications - External Education, Experience, Knowledge, and Skills
Education and/or Experience: 2+ years of work experience (5+ years for Associate level) in a field relevant to the position.
4-year college degree or professional certification preferred.
Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA); additional licenses may be required.
Knowledge of working with people and problem solving.
Knowledge of the financial industry and investment products preferred.
Effective written and verbal communication skills.
Strong understanding of applicable compliance rules, regulations and firm policies.
Ability to work independently and effectively on a team.
Strong computer skills including Microsoft Office (Word, Excel, PowerPoint).
Detail-oriented with superior organizational skills and ability to prioritize tasks.
Ability and interest in working in a fast-paced, evolving environment.
Reports To
Business Service Officer, Morgan Stanley
Seniority level
Associate
Employment type
Full-time
Job function
Finance
The policy of the Firm is to ensure equal employment opportunity without discrimination or harassment. Morgan Stanley is committed to diversity and inclusion and to attracting, developing and retaining talented people from all backgrounds.
#J-18808-Ljbffr