Financial Consultant

Financial Consultant

Job Summary:

Financial Consultant 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:

• Supporting the FA/PWA/team by building relationships with internal and external contacts is a key aspect of serving as a senior team member. Improving client relationships through exceptional client experiences and assisting the FA/PWA/team in meeting their client service model requirements are essential components of the role. Helping with meeting preparations, follow-up monitoring, and delegating tasks are also part of the responsibilities. Ensuring that all client service functions are carried out promptly and assigning tasks to team members as necessary is crucial. Providing backup assistance for Client Service Associate tasks when needed, such as processing financial transactions and addressing client inquiries, is another responsibility. Keeping abreast of policies, procedures, and new platforms and sharing relevant updates and best practices with the service team is important.
• Helping the FA/PWA/team in arranging and achieving their business plan objectives, working closely with other relevant market participants such as Practice Strategy Consultants and Branch Management.
• Enforcing administrative duties across both online and offline marketing strategies, involving seminars and virtual meetings, websites, social media platforms, and regular email interactions.
• Compiling and examining diverse client reports or financial plans via firm-endorsed systems for current or potential clients.
• Providing assistance in research using approved organizational systems.
• Taking part in client meetings, embodying the service-oriented approach.
• Taking part in company initiatives, specialized ventures, and/or supplementary tasks as guided by local authorities.

The combination of academic background, practical know-how, information, and competencies is essential in various fields of work:

• The position demands a background of five years or more in a field that aligns with the job requirements.
• A preference is given to individuals with a four-year college degree or professional certification.
• To meet the criteria, individuals must have certifications in Series 7 (GS) and either Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• The acquisition of more product licenses could be needed.
• 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.
• Skilled in technology and able to rapidly learn and adapt to updated platforms.
• Known for meticulous attention to detail, top-notch organizational aptitude, and adept prioritization skills.
• Demonstrating expertise in essential personal computer operations, MS Office programs (with a focus on MS Excel), and navigating online tools.
• Superior aptitude in expressive writing, interpersonal interactions, and attending to customer satisfaction.
• Skillful time administration.
• Capable of actively engaging with others to enhance teamwork dynamics.
• Aptitude to perform well in a fast-moving and evolving work environment.
• Able to adapt easily and adept at managing multiple tasks.
• Result-driven, with a proactive approach toward accomplishing objectives.

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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