
Wealth Management Financial Advisor
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!
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
Risk Management
Insurance
Networking
Planning
Financial Modeling
Portfolio Management
Analytical
Asset Protection
Client Relations
Negotiations
Asset allocation
Estate Planning
Taxation
Investment
Retirement
Communication
Leadership
Negotiation
Time management
Interpersonal Skills
Critical thinking
Organizational skills
Teamwork
Adaptability
Problem-Solving
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.
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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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