Morgan Stanley

Wealth Management Financial Advisor

Morgan Stanley

Los Angeles, CA, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

We are looking for an ambitious, customer-oriented Wealth Management Financial Advisor to join the Morgan Stanley team. As a Financial Advisor, you will be responsible for managing clients' investments and providing them with tailored financial advice.The ideal candidate for this role is someone who has excellent communication, interpersonal, and customer service skills and is highly organized and detail-oriented. To be successful in this role, you must possess a Bachelor's degree in Accounting, Finance, Economics, or a related field, as well as at least three years of experience in a financial services role. You should also have a strong understanding of financial markets and products, a working knowledge of financial planning software and tools, and an active Series 7 and Series 63 licenses.If you are an experienced and knowledgeable Wealth Management Financial Advisor who is passionate about helping clients achieve their financial goals, we would love to hear from you!

Where is this job?
This job is located at Los Angeles, CA, USA
Job Qualifications
  • Excellent Communication And Interpersonal Skills

  • Knowledge Of Financial Markets

  • Strong Financial Analysis Skills

  • Understanding Of Investment And Portfolio Management Principles

  • Proven Track Record Of Providing Excellent Client Service

  • Ability To Think Strategically And Plan For Long-Term Financial Needs

  • Proficiency With Financial Planning Software

  • Cfp Or Other Relevant Certification

Required Skills
  • Risk Management

  • Insurance

  • Networking

  • Planning

  • Financial Modeling

  • Portfolio Management

  • Analytical

  • Asset Protection

  • Client Relations

  • Negotiations

  • Asset allocation

  • Estate Planning

  • Taxation

  • Investment

  • Retirement

Soft Skills
  • Communication

  • Leadership

  • Negotiation

  • Time management

  • Interpersonal Skills

  • Critical thinking

  • Organizational skills

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Wealth Management Financial Advisor in Los Angeles, CA, USA is $47,000 - $126,000 per year. Factors such as experience, education, and company size can influence the actual salary an individual receives.

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 BeforeMay 22nd, 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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