Morgan Stanley

Wealth Management Financial Advisor

Morgan Stanley

Chicago, IL, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Do you want to make a real difference in people's lives? At Morgan Stanley, our Wealth Management Financial Advisors help families and individuals make sound financial decisions and reach their goals. We are looking for a motivated, organized, and experienced Financial Advisor who can build relationships that last a lifetime.The ideal candidate should have a solid understanding of the financial services industry and a commitment to providing exemplary customer service. They should also have experience in financial planning, investments, and retirement planning. We are looking for someone with excellent communication and problem-solving skills, who is able to critically analyze complex financial information and provide tailored advice and solutions. The successful candidate should also have a valid Series 7 and 66 licensing.If you have a passion for financial planning and helping people achieve their financial goals, this position could be the perfect fit for you. We look forward to hearing from you!

Where is this job?
This job is located at Chicago, IL, USA
Job Qualifications
  • Exceptional Communication Skills

  • Proven Track Record Of Success

  • Financial Advisory Experience

  • Cfp Certification

  • Series & Licenses

  • Bachelor's Degree In Finance/Accounting

  • Familiarity With Investment Products

  • Strong Sales And Marketing Experience

Required Skills
  • Budgeting

  • Risk Management

  • Planning

  • Financial Modeling

  • Regulatory compliance

  • Trading

  • Client Relationships

  • Portfolio analysis

  • Asset allocation

  • Retirement planning

  • Cash flow management

  • Investing

  • Estate Planning

  • Negotiating

  • Taxation

Soft Skills
  • Communication

  • Leadership

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • creativity

  • self-motivation

  • Analytical Thinking

  • Teamwork

  • Adaptability

Compensation

According to JobzMall, the average salary range for a Wealth Management Financial Advisor in Chicago, IL, USA is $51,000 - $199,000. The range is based on the experience and qualifications of the financial advisor, as well as the size and scope of the firm they are working with.

Additional Information
Morgan Stanley is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedMarch 7th, 2023
Apply BeforeSeptember 18th, 2025
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About Morgan Stanley

Morgan Stanley provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following business segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors.

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