We have other current jobs related to this field that you can find below
-
Financial Advisor
2 months ago
Tampa, United States Ameriprise Financial Full timeAre you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility,...
-
Financial Advisor
3 months ago
Tampa, United States Sequoia Financial Group Full timeWe are seeking a highly motivated Financial Advisor to join our team and help us provide exceptional financial and investment planning services to our clients. As a client-facing role, you will collaborate with Managing Advisors and other service team members to develop and execute on client relationship plans, aiming to enrich their lives, earn their trust,...
-
Financial Advisor
3 weeks ago
Tampa, United States Corebridge Financial Full timeFinancial Advisor Tampa, FL Corebridge Financial helps people make some of the most meaningful decisions they're ever going to make. We help them plan and take action to protect the future they envision and respond to some of life's most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life...
-
Financial Advisor
1 month ago
Tampa, United States Saltmarsh, Cleaveland & Gund Full timeSaltmarsh is currently seeking a strong Financial Advisor who is a leader and who wants to join a firm that fosters both personal and professional development and supports the drive for advancement. Our ideal candidate demonstrates a passion for excellence by taking pride in a quality work product, delivering legendary service to our clients while investing...
-
Financial Advisor
2 months ago
Tampa, United States Northern Trust Full timeAbout Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring...
-
Wealth Advisor
3 weeks ago
Tampa, United States Sequoia Financial Group LLC Full timeJob DescriptionJob DescriptionDescription:We are seeking a highly motivated Financial Advisor to join our team and help us provide exceptional financial and investment planning services to our clients. As a client-facing role, you will collaborate with Managing Advisors and other service team members to develop and execute on client relationship plans,...
-
Associate Wealth Advisor
3 weeks ago
Tampa, United States Sequoia Financial Group LLC Full timeJob DescriptionJob DescriptionDescription:Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to...
-
Merrill Financial Solutions Advisor
2 weeks ago
Tampa, Florida, United States Bank of America Full timeJob Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...
-
Financial Advisor/Wealth Manager
1 month ago
Tampa, United States Spelman College Full timeFlorida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own. You don’t need prior finance experience to join our team, but you do need energy, great people skills, a strong work ethic, and an entrepreneurial spirit. We will provide you with extensive training, resources, and the support you’ll...
-
Financial Services Advisor
3 days ago
Tampa, Florida, United States FORVIS Full timePosition OverviewAs a key member of our expanding advisory team, you will play a vital role in our Financial Services Advisory practice. This team integrates our global reach, client relationships, industry knowledge, and innovative strategies to assist organizations in achieving their strategic goals. Our clientele includes a diverse range of financial...
-
Financial Planner
3 days ago
Tampa, United States Financial Planner Recruiting, LLC Full timeJob Description:Job Function / Summary Our client is a boutique wealth management firm that is seeking a Financial Planner to join their team. This role is a client-facing position where you will regularly engage with clients about their financial plans, goals, and taxes. Education / Experience Bachelors Degree in Business or Finance related field is...
-
Financial Services Advisor
3 days ago
Tampa, Florida, United States FORVIS Full timePosition OverviewAs a member of our dynamic advisory team, you will play a pivotal role in our Financial Services Advisory practice, which integrates our extensive global reach, client base, industry knowledge, and innovative strategies to assist organizations in achieving their strategic goals. Our clientele includes a diverse range of financial...
-
Life Insurance Specialist/Producer
2 weeks ago
Tampa, United States Kestra Financial Independent Advisor Full timeJob DescriptionJob DescriptionAdcock Financial Group of Tampa, FL, a past winner of Small Business of the Year, is seeking a licensed individual to join our Estate Planning and life insurance team. Our ideal candidate will have an understanding of the life insurance, executive benefits and estate planning industry and hold the proper insurance licenses. This...
-
Life Insurance Specialist/Producer
3 months ago
Tampa, United States Kestra Financial Independent Advisor Full timeJob DescriptionJob DescriptionAdcock Financial Group of Tampa, FL, a past winner of Small Business of the Year, is seeking a licensed individual to join our Estate Planning and life insurance team. Our ideal candidate will have an understanding of the life insurance, executive benefits and estate planning industry and hold the proper insurance licenses. This...
-
Financial Services Advisor
3 days ago
Tampa, Florida, United States US Fertility, LLC Full timePosition OverviewAs a Financial Services Advisor at US Fertility, LLC, you will play a crucial role in assisting patients with their financial needs related to fertility treatments. Your expertise will not only support our patients but also contribute to the overall mission of our organization.Key Responsibilities:Engage with patients to discuss their...
-
Wealth Private Banking Advisor
2 weeks ago
Tampa, United States Truist Financial Corporation Full timeThe Wealth Private Advisors primary responsibility is to deepen client relationships around banking, credit, and insurance with Wealth segment clients. Located within a virtual, the Wealth Private Advisor will act as the point of contact for the Priv Banking, Wealth, Advisor, Private, Client Relations, Relationship
-
New Opportunity
3 months ago
Tampa, United States Trajan Wealth LLC Full timeJob purpose With almost $2B in AUM and AUA, Trajan® Wealth is excited to announce a rare advisor opportunity. We are looking to expand our current operations in the Tampa area by adding an experienced Fiduciary Advisor. Not only are we one of the fastest growing RIA firms in the country, but we are also one of the few firms with a full-service law firm in...
-
New Opportunity
1 month ago
Tampa, United States Trajan Wealth LLC Full timeJob purpose With almost $2B in AUM and AUA, Trajan Wealth is excited to announce a rare advisor opportunity. We are looking to expand our current operations in the Tampa area by adding an experienced Fiduciary Advisor. Not only are we one of the fastest growing RIA firms in the country, but we are also one of the few firms with a full-service law firm in...
-
New Opportunity
3 months ago
Tampa, United States Trajan Wealth LLC Full timeJob DescriptionJob DescriptionJob purposeWith almost $2B in AUM and AUA, Trajan® Wealth is excited to announce a rare advisor opportunity. We are looking to expand our current operations in the Tampa area by adding an experienced Fiduciary Advisor. Not only are we one of the fastest growing RIA firms in the country, but we are also one of the few firms with...
-
Financial Advisor
2 months ago
Tampa, United States Lifetime Recruiting Strategies Full timeTake Your Next Step to Success! Work for a Company That Cares About Your Success! We’ll Provide the Training and Support to be Successful! and a very nice compensation and benefits package. You will be joining the Most Dynamic “New Financial Firm in the Midwest.” Your Success is Important! A Leadership Team With Over 100 Years of Combined Experience in...
![NCAA (National Collegiate Athletic Association)](https://media.trabajo.org/img/noimg.jpg)
Financial Advisor
2 months ago
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 Tampa, FL 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
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
#J-18808-Ljbffr