Morgan Stanley
Dallas, Texas
PWM Investment Consultant - Relationship Manager
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Apply to PWM Investment Consultant - Relationship Manager at Morgan StanleyJob details
- Location
- Dallas, Texas
- Work type
- Onsite
- Posted
- 1 week ago
- Apply on
- morganstanley.eightfold.ai
About this role
Bachelor’s degree or comparable certification; active Series 7 and 63, RA and FINRA registration where required; 5+ years business experience; strong financial product knowledge, compliance understanding, and communication skills.
What you'll do at Morgan Stanley:
- advising clients
- analyzing investments
- developing relationships
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