What are the responsibilities and job description for the Financial Advisor position at Morgan Stanley?
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 ETrade 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.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Keywords: Series 7, Series 66, sales, team, enterprise, collaborating, Financial, FA, Financial Advisor, sales goals
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.
We're committed to bringing passion and customer focus to the business.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
