Ms
Investment Consultant - Portfolio Management Specialist
Newport Beach, California, United States of America · Senior
Sponsorship not specifiedDetected 2 days ago
Communication
About the role
- The Portfolio Management program is administered by the Portfolio Management Group ("PMG"), a sub-division of the Consulting Group ("CG")
- Makes asset allocation recommendations and sets up the portfolio within the Portfolio Management program.
- Critically examines and rebalances current portfolio holdings when necessary
Responsibilities
- Leverage the firms Portfolio Management ("PM") program to open investment advisory accounts and manage their investment strategy on a discretionary basis.
- Manage client interaction by participating and driving client prospecting and meetings
Requirements
- College degree or professional certification required
- Additional product licenses may be required
- Knowledge of applicable compliance rules and regulations and firm policies
Nice to have
- 10 or more years of relevant work experience preferred
- Minimum of 5 years FINRA Registration preferred
Skills
- Effective written and verbal communication skills
Compensation
- Expected base pay rates for the role will be between $68,000 and $120,000 per year at the commencement of employment.
Benefits
- We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.
Company info
- 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
- At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals.
Equal opportunity
- https://www.morganstanley.com/people-opportunities/eeo.
This listing is sourced directly from Ms's careers page and normalized into a canonical job model.