Morgan Stanley
Investment Consultant - Portfolio Management Specialist
$68K–$120K
Newport Beach, California · On-site · Full-time · Posted Aug 19, 2026
- Experience
- 10 or more years of relevant work experience preferred; minimum of 5 years FINRA Registration preferred.
- Education
- College degree or professional certification required.
About the job
Manages discretionary investment strategy and asset allocation for clients in the firm’s Portfolio Management program, supporting Financial Advisors and engaging with clients on portfolio recommendations and performance.
What you'll do
- Open advisory accounts and manage investment strategy on a discretionary basis; develop asset allocation models and implement strategies.
- Analyze portfolios, recommend asset allocations and benchmarks, and rebalance holdings when needed.
- Lead investment strategy and performance meetings and participate in client prospecting and meetings.
What they ask for
- College degree or professional certification.
- Active Series 7, 63 and 65, or Series 7 and 66; alternatively, successful completion of Series 7 and Series 66 exams within the time frame set by company policy.
- Financial industry and product knowledge.
- Knowledge of applicable compliance rules, regulations, and firm policies.
Nice to have
- 10 or more years of relevant work experience.
- Minimum of 5 years FINRA Registration.
Pay
USD $68,000 to $120,000 per year (base salary)
Model-written summary · the original posting is authoritative