Financial Advisor – Wealth Management

Join Morgan Stanley’s Huntington branch as a Financial Advisor. You’ll build and manage a book of high-net-worth clients, providing holistic financial planning and investment management services.

Responsibilities

• Develop financial plans tailored to client goals
• Manage investment portfolios across equities, fixed income, and alternatives
• Prospect and onboard new clients
• Attend regular training and compliance sessions

Requirements

• Series 7 and Series 66 (or 63/65) licenses required
• 3+ years financial advisory experience
• Existing book of business preferred
• NYS Life & Health Insurance license a plus

Benefits

• Base salary + uncapped commission
• Full benefits and retirement plan
• Extensive training and research resources
• Career advancement opportunities