Wealth Management Advisor

Wealth Management Advisor

Job Description:

Wealth Management Advisors are essential in providing excellent service to clients and supporting Financial Advisors/Private Wealth Advisors/teams consistently. As senior members of the service team, they establish trusted relationships with clients through regular interactions. Successful candidates for this role will have a client-centric approach and strong interpersonal skills to ensure a remarkable client experience. In assisting Financial Advisors/Private Wealth Advisors/teams, the focus is on supporting tasks like digital marketing, managing portfolio holdings, utilizing proposal tools, and offering financial planning assistance.

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.
• Supporting the FA/PWA/team in organizing and implementing their business plan, forging strong partnerships with other market players such as Practice Strategy Consultants and Branch Management.
• Managing administrative facets of digital and physical marketing efforts like seminars, webinars, online platforms, social media presence, and continuous email engagement.
• Formulating and scrutinizing various client reports or financial plans from firm-sanctioned systems for current or prospective clients.
• Assisting with research tasks through firm-sanctioned mechanisms.
• Being present in client meetings to represent the service-oriented outlook.
• Joining in on corporate initiatives, distinct projects, and/or alternative duties as directed by local administration.

The compilation of formal learning, real-world practice, intelligence, and aptitudes forms a solid foundation for advancing in one's career:

• The job specification includes a prerequisite of five years or more of work experience in a relevant sector.
• Having completed a four-year college degree or professional certification is preferable.
• In order to be eligible, candidates must possess certifications in Series 7 (GS) and either Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• There is a chance that further product licenses may be mandated.
• Strong leadership skills.
• Acquainted with diverse financial services products like stocks, bonds, options, pooled funds, insurance schemes, and professionally managed investment portfolios.
• Proficiency in technical areas and agility in acquiring knowledge of updated platforms.
• Exhibiting a detail-oriented mindset, exceptional organizational prowess, and a talent for prioritizing tasks efficiently.
• Having a strong command of basic personal computer functionalities, MS Office tools such as MS Excel, and internet applications.
• Excellent skills in writing persuasively, forming connections with others, and providing top-notch customer service.
• Efficient time planning capabilities.
• Proficient in building strong relationships with fellow team members to promote a harmonious working environment.
• Competency to operate effectively in a fast-paced and evolving environment.
• Possessing the capability to adjust and manage diverse tasks effectively.
• Focused on goals, self-propelled, and dedicated to producing results.

What You Can Expect From Morgan Stanley:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. 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. There's also ample opportunity to move about the business for those who show passion and grit in their work.

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