Morgan Stanley
Investment Consultant - Portfolio Manager Specialist
Scottsdale, Arizona · On-site · Manager · Full-time · Posted Oct 9, 2026
- Experience
- 10 or more years of relevant work experience preferred; minimum 3 years of FINRA registration required, 5 years preferred.
- Education
- Minimum bachelor’s degree or comparable professional certification required.
About the job
Develops and oversees investment strategies and asset allocation for team clients, managing discretionary advisory accounts and supporting Financial Advisors with portfolio solutions.
What you'll do
- Open and manage discretionary investment advisory accounts through the firm’s Portfolio Management program; analyze and rebalance portfolios.
- Support Financial Advisors with portfolio analysis and advanced investment strategies; lead client meetings on strategy and performance.
- Oversee investment policies, reporting, performance metrics, asset allocation models, benchmarks, and strategy implementation.
What they ask for
- Bachelor’s degree or comparable professional certification.
- Active Series 7 and 63, plus required investment adviser representative registration in applicable states.
- At least 3 years of FINRA registration.
- Financial industry and product knowledge; communication skills; knowledge of applicable compliance rules, regulations, and firm policies.
Nice to have
- 10 or more years of relevant work experience.
- 5 years of FINRA registration.
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