Morgan Stanley
Private Wealth Management Investment Consultant
$200K–$250K
New York, New York · On-site · Full-time · Posted Oct 5, 2026
- Experience
- Three to five years of successful work experience; also states five years of business experience and proven success in a previous career.
- Education
- MBA from a top 10 business school.
About the job
Develops and oversees client relationships, providing individualized investment consulting and wealth-management strategies in collaboration with a Financial Advisor team.
What you'll do
- Advise clients according to the team’s strategy and recommend investment approaches suited to their needs and goals.
- Develop and maintain client relationships through financial planning and wealth management.
- Prepare and deliver presentations or seminars to clients and prospects as needed; comply with industry rules and regulations.
What they ask for
- Active Series 7, 63 and 65, or Series 7 and 66; alternatively, successful completion of Series 7 and Series 66 exams within the timeframe set by company policy.
- Ability to communicate effectively with co-workers and clients, with excellent written and oral communication skills.
- MBA from a top 10 business school.
- Five years of business experience and proven success in a previous career.
Nice to have
- Military background and experience.
Pay
$200,000 and $250,000 per year (base salary)
Model-written summary · the original posting is authoritative