Financial Advisor

Description:

Virtual Advisor (MSVA) is Morgan Stanley’s wealth management offering for mass affluent clients with a specific focus in the coveted Next-Gen retail space.

Virtual Advisor operates out of US locations and has Financial Advisors and Client Relationship Associates, all of whom work with our clients over the phone and via digital touchpoints.

Our Financial Advisors work with clients to develop goal-based solutions to support their overall wealth goals. The Acquisition Advisor is MSVA’s premier destination advice role

This role is located in our Sandy, UT office location.

Job Responsibilities

Be the voice of Morgan Stanley Virtual Advisor prospective clients who have requested information and advice

Full-cycle sales role focused on Morgan Stanley wealth management for mass affluent individuals

Robust lead flow via existing relationships with our E*Trade and stock plan clients

Inbound hand off calls and appointments with pre-qualified clients

Combination of inbound and outbound client engagement

Review prospects’ personal financial situations and provide solutions

Educate prospective clients on the competitive landscape and how Morgan Stanley differs in products and services offered

Execute on new account opening and funding Qualifications:

Required Qualifications

Required Active Licenses:

Series 7

Series 66 (or 63 & 65)

Minimum

of 3 years’ sales experience operating in a team oriented and highly collaborative environment with a proven successful track record achieving sales goals

Proven history of success in developing, retaining and expanding client relationships

Capable of quickly building rapport with clients, analyzing their needs and recommending compelling solutions that are appropriate for the client’s need

About Morgan Stanley:

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Keywords:

Series 7, Series 66, sales, team, enterprise, collaborating, Financial, FA, Financial Advisor, sales goals

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