Wealth Strategist

Wealth Strategist

Wealth Strategists play a crucial role in delivering exceptional service to clients and assisting Financial Advisors/Private Wealth Advisors/teams regularly. As integral members of the service team, they establish trusted relationships with clients through continuous engagement. Candidates who excel in this position prioritize client satisfaction and possess strong interpersonal skills to ensure a superior client experience. Through supporting Financial Advisors/Private Wealth Advisors/teams, this role involves helping with tasks such as digital marketing, managing portfolio holdings, utilizing proposal tools, and financial planning.

Duties and Responsibilities:

• As a senior member of the service team, provide coverage for an FA/PWA/team including: cultivating relationships with business partners and colleagues internally and externally; supporting the FA/PWA/team in enhancing new and existing client relationships by providing an exceptional client experience; assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups; ensuring all client service functions are performed in a timely manner, assigning work to team members on a daily basis if/as needed; providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning clients accounts, educating or enrolling clients in digital tools, accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity; remaining current on all policies, procedures and new platforms and sharing reminders and best practices with other service team members.
• Assisting the FA/PWA/team in coordinating and carrying out their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management.
• Coordinating administrative tasks related to digital and offline marketing strategies, such as workshops, online seminars, websites, social media channels, and ongoing email correspondence.
• Composing and reviewing various client reports or financial plans using firm-authorized systems for current or prospective clients.
• Facilitating research processes within the framework of approved organizational systems.
• Representing the service lens in client meetings, sharing valuable perspectives.
• Participating in organizational endeavors, specific projects, and/or additional duties as guided by local leaders.

Acquiring knowledge through education, building experience through hands-on work, gaining expertise through learning, and honing skills through practice are vital for personal and professional enrichment:

• Applicants must possess over five years of work experience in a field that is pertinent to the position.
• A preference is given to individuals with a four-year college degree or professional certification.
• Certification in Series 7 (GS) and either Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) is a prerequisite.
• Additional product licenses might be necessary.
• Strong leadership skills.
• Proficiency in the realm of financial services offerings encompassing equities, fixed income, financial derivatives, investment funds, insurance policies, and customized investment portfolios.
• Possessing technical expertise and a talent for mastering new platforms expeditiously.
• Exhibiting a detail-oriented mindset, exceptional organizational prowess, and a talent for prioritizing tasks efficiently.
• Proficiency in basic personal computer tasks, MS Office software like MS Excel, and utilizing internet resources effectively.
• Superb prowess in articulating ideas effectively, establishing connections, and delivering exceptional customer care.
• adept time organization.
• Accomplished at engaging in cooperative endeavors and fostering a spirit of unity among colleagues.
• Competence to work effectively in a fast-paced and evolving environment.
• Skilled in managing tasks with flexibility and adaptability.
• Centered on goals, self-driven, and dedicated to realizing desired results.

What You Can Expect From Morgan Stanley:

Morgan Stanley's objective is to create and sustain a workforce that is diverse in backgrounds and skills while remaining cohesive in representing our principles of honesty and quality. As a result, our recruitment initiatives aim to attract and retain the most talented individuals from all talent pools. We aspire to be the top choice for potential hires.

The Firm ensures that all employees are treated fairly and without discrimination, irrespective of their race, age, gender, sexual orientation, or any other characteristic protected under anti-discrimination laws.

Morgan Stanley prioritizes creating an inclusive workplace by actively seeking diversity in its employees.

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