Private Wealth Management Investment Consultant
Core
Senior-level Investment Consultant responsible for developing and maintaining financial plans, specializing in the sale of annuities and insurance solutions to complement client wealth strategies.
Role type
Senior IC Private Wealth Management Investment Consultant
Builds
Comprehensive financial plans, annuity and insurance solutions, and wealth transfer strategies for high-net-worth clients.
Domain
Private Wealth Management / Financial Planning / Insurance
Required skills
Financial planning, Annuities, Insurance products, Wealth transfer, Trust experience, FINRA Series 7/63/65/66, CFP certification, Insurance licensing
Preferred skills
Morgan Stanley suite familiarity, 5+ years FINRA registration
Technologies
Morgan Stanley Insurance, Annuities, and Financial Planning suite
Responsibilities
Conduct yearly financial plan reviews, lead meetings on insurance/annuity strategies, monitor client holdings for suitability, assist with case design and asset/liability matching, manage client prospecting and meetings.
Seniority
Senior, hands-on IC