Morgan Stanley
PWM Investment Consultant - Relationship Manager
Dallas, Texas · On-site · Manager · Full-time · Posted Sep 29, 2026
- Experience
- At least 5 years of business experience; minimum 5 years of FINRA Registration preferred.
- Education
- Bachelor’s degree or comparable professional certification required.
About the job
Develops and oversees client relationships, assesses financial goals and needs, and recommends investment and wealth-management strategies in partnership with a Financial Advisor team.
What you'll do
- Advise clients and recommend investment strategies aligned with team strategy and client needs.
- Develop client relationships and financial plans, and present services and solutions to clients and prospects.
- Partner with Financial Advisors on business planning, service offerings, and client engagement while complying 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. Additional product licenses may be required.
- Product and state licenses must be parallel to those of the Financial Advisors on the team.
- At least 5 years of business experience and proven success in a previous career.
Nice to have
- Minimum of 5 years FINRA Registration.
- Extensive financial-industry and product knowledge.
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