Morgan Stanley
Private Wealth Management Investment Consultant
$100K–$165K
Morristown, New Jersey · On-site · Full-time · Posted Aug 20, 2026
- Experience
- 10 or more years of relevant work experience.
- Education
- College degree or professional certification required.
About the job
Develops and oversees clients’ financial plans, while advising on annuity and insurance solutions and supporting their implementation.
What you'll do
- Develop, maintain, and review financial plans for clients, including retirement, estate, business, and wealth-transfer planning.
- Advise on annuity and insurance strategies, suitability, and implementation; lead related client meetings.
- Promote goals-based wealth management and connect clients with relevant product and service opportunities.
What they ask for
- College degree or professional certification.
- CFP and insurance licensed.
- Active Series 7, 63 and 65 or Series 7 and 66, or successful completion of Series 7 and Series 66 exams within the time frame provided by applicable company policy.
- Extensive knowledge of financial planning, annuities, and insurance products; knowledge of compliance rules, regulations, and firm policies.
Nice to have
- Minimum of 5 years FINRA Registration.
- Familiarity with Morgan Stanley Insurance, Annuities, and Financial Planning suite.
Pay
$100,000 and $165,000 per year (base salary); $100,000 and $165,000 per year (base salary)
Model-written summary · the original posting is authoritative