Morgan Stanley
Private Wealth Management Investment Consultant - Relationship Manager
$68K–$120K
Denver, Colorado · On-site · Manager · Full-time · Posted Oct 30, 2026
- Experience
- At least 5 years of business experience; minimum of 5 years FINRA Registration preferred.
- Education
- Bachelor’s degree or comparable professional certification required.
About the job
Develops and oversees client relationships, providing investment consulting and wealth-management strategies aligned with clients’ financial goals in collaboration with a Financial Advisor team.
What you'll do
- Advise clients according to the team’s strategy and recommend investment strategies based on client needs and opportunities.
- Develop and maintain client relationships through financial planning and wealth-management strategies.
- Prepare and deliver presentations or seminars to clients and prospects as needed; comply with industry rules and regulations.
What they ask for
- Bachelor’s degree or comparable professional certification.
- Active Series 7 and 63 licenses; maintain investment adviser representative registration where required, with product and state licenses aligned with the Financial Advisor team.
- At least 5 years of business experience and proven success in a previous career.
- Extensive financial-industry and product knowledge; knowledge of applicable compliance rules, regulations, and firm policies.
Nice to have
- Minimum of 5 years FINRA Registration.
Pay
$68,000.00 - $120,000.00 USD base salary
Model-written summary · the original posting is authoritative