Morgan Stanley
Resident Manager
Kingsport, Tennessee · On-site · Manager · Full-time · Posted Nov 3, 2025
- Experience
- At least 5 years as a Financial Advisor with a satisfactory production and compliance record, or equivalent branch management or industry experience.
- Education
- Bachelor’s degree required or equivalent education or experience.
About the job
Manages a producing wealth-management branch, driving revenue and client growth while overseeing risk, staff, service, compliance, and branch performance.
What you'll do
- Develops high-net-worth client relationships and supports clients’ investment needs in line with firm policies and industry requirements.
- Leads and coaches Financial Advisors and branch staff, building teams and promoting sales, recruitment, and business growth.
- Oversees branch financial performance, risk management, supervisory procedures, and legal and regulatory compliance.
What they ask for
- Bachelor’s degree or equivalent education or experience.
- Active Series 7, 8 (or 9 and 10), 66 (or 63 and 65), and 3 registrations; Series 31 is acceptable only if the branch conducts managed futures business.
- Effective written and verbal communication skills, critical thinking, and ability to manage a team.
Model-written summary · the original posting is authoritative