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Financial Advisor Associate
As a Financial Advisor, you will assist families and individuals manage their money. You will receive competitive compensation as well as increased earning potential for your services. In today's competitive job market, this is an extraordinary opportunity to leverage the resources of a strong, global firm while using any experience you may have in management or the insurance, marketing or mortgage industries to run your book of business.
Professionals from the finance, mortgage, management, insurance, sales, marketing and other industries have found success at Morgan Stanley Wealth Management. If you are an experienced professional interested in a new career, then consider Finance/Financial Services with Morgan Stanley Wealth Management. This is your opportunity to build a solid foundation with a recognized leader.
Our Financial Advisor Associate Training Program prepares you to become a Financial Advisor through an extensive curriculum which provides you with the tools and strategies needed to build a client base of high net worth individuals. In addition, you will have access to state-of-the art financial tools and technologies as well as sales and management mentoring. Once you become a Financial Advisor, you will use your product knowledge and networking/management talents to provide clients with a high level of individualized, comprehensive and a vast array of brokerage financial services and investment strategies.
Complete proprietary training of Finance, Wealth Planning/Investment Strategies and Products
Consult clients on investment strategies based on their financial and investment objectives
Balance management of referral activities, customer follow-ups and administrative tasks
Complete continuing finance education, licensing requirements and sales training
Successfully complete the required Series 7 & 66 licensures
Effectively source business prospects and employ client acquisition techniques
The best Financial Advisors are analytical self-starters who can offer specialized advice and help clients meet their wealth management needs.
Bachelor's Degree in Business, Marketing, Sales, Accounting, Finance or other related field preferred and/or 5 years of professional experience in Sales, Education, Military, Finance, Legal or Accounting or other related business
Excellent communication, presentation, time-management and organization skills
Ability to listen to client needs and provide financial solutions
Strong community presence with an established network of personal and business contacts
Authorization to work in the U.S. without durational restrictions
Successful completion of background check and pre-employment assessments
Why Morgan Stanley?
Launch your career with an established wealth management firm that wants you to succeed
Build your book of business with the support of a recognized finance leader
We are a company where you can leverage your prior experience in banking, sales, marketing, accounting, management, finance and business development
Ample opportunity for growth
Our Financial Advisor Associate Program teaches you how to be an excellent Financial Advisor
The Morgan Stanley Wealth Management Institute will provide you with additional solutions-based training to help you grow your business and grow your wealth management knowledge
Increased earning potential
Proven business model
Challenging and rewarding sales and business opportunities
We are a global financial services firm grounded in more than 130 years of experience. With over 17,000 Financial Advisors in 1,300 offices worldwide, we offer a wide range of financial services to a large and diversified group of clients and customers throughout the world. Our employees are high achievers who share integrity, intellectual curiosity and the desire to work in an atmosphere that is collegial, challenging and exciting.
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