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Team Financial Advisor

Company: Morgan Stanley
Location: Gilbert
Posted on: April 3, 2021

Job Description:

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

Position Summary

As a Virtual Financial Advisor, you will collaborate with our wider team to support the Mass Affluent Channel, continuing to provide our team's best-in-class client service. Through an established shared book of business, you will be the central contact for investment advice and guidance based upon an individual client's financial needs and objectives. You will continue to build relationships with our Mass Affluent clients through portfolio review, outbound call-out campaigns, retention plans and pursuing solutions for client needs.

You will handle client contact and activity, conducting research in connection with various product requests and identifying client growth opportunities. Consulting on both incoming and outgoing calls within our client advisory framework, and build strong business relationships to offer financial recommendations and solutions in the best interest of the client. You will become an ambassador for Morgan Stanley, communicating our policies, and delivering the best through our systems.

New Virtual Financial Advisors join our team structure, working with a book of existing Morgan Stanley clients. VFAs provide the support, advice and guidance that our clients may need to feel confident about achieving their financial goals. You will have access to the intellectual capital of the Firm, including some of the best investment research in the industry, which enables them to assist clients in navigating market conditions and trends. As a VFA, you will discuss financial markets and suitable investment products with clients, assisting clients with trading and other account inquiries. We will support your growth and development, providing new opportunities to challenge and stimulate you, one example being supporting more complex client segments and many successful VFAs have transitioned to traditional Field branch offices, where they continue to build their own books of business.

Role Responsibilities

  • In a team-based environment, build and manage client relationships by offering advice, reviewing portfolio, gauging client circumstances and goals (including suitability and risk tolerance) and identifying new asset opportunities
  • Have a deep understanding of the current financial markets, the Firm's products and those of its strategic partners. Using this to tailor advice and guidance for each client's circumstances, investment objectives and goals leveraging appropriate products and services
  • Focus on improving client satisfaction by emphasizing world-class individualized client service, 100% accuracy, responsiveness and follow-through; strives to exceed client expectations
  • Resolves all open client account alerts, maintains regular client contact to ensure updated client profile information
  • Focus on meeting business objectives and doing so in a professional manner
  • Acting with the highest ethical standard and integrity to put clients' needs above all other considerations
  • Risk recognition and mitigation, including ensuring a thorough understanding of and adherence to all policies and procedures. Uphold requirements of the Quality Assurance guidelines.
  • Ability to thrive in an energizing environment of client contact where inbound and outbound telephone calls are the primary communication tool
  • Document client interactions through detailed notes

    Training Program

    The Morgan Stanley Virtual Client Solutions Training program for Virtual Financial Advisors is a 2-3 month experiential training and development program. At the end of the three-phase program, newly hired Virtual Financial Advisors are fully prepared to take their place among our Virtual Financial; Advisor workforce. The training program develops the necessary skills to successfully engage the client and explore what is most important to them. Throughout the training program, the Virtual Financial Advisor will have numerous opportunities to apply what they have learned immediately ensuring an increased speed to proficiency.

    Upon completion of this program the Virtual Financial Advisor will be able to:

  • Understand the purpose and vision of Morgan Stanley Virtual Financial Advisor role
  • Provide exceptional client experience and ask effective questions to understand and fulfill the client need
  • Demonstrate proficiency in the use of Morgan Stanley tools
  • Build a recommendation that aligns to the client's financial goals
  • Deepen the client relationship by conveying the value Morgan Stanley products and services can provide the client
  • Listen for opportunities to educate clients on firm capabilities
  • Bachelor's degree or equivalent
  • Excellent client service skills
  • Strong communication skills
  • Works well in a dynamic, team-based environment and collaborates with other FAs and client service personnel to service the needs of clients
  • Series 7 or Series 7 & 66 (which encompasses 63 & 65)
  • Sponsorship for Series 66 exams offered after being employed full-time

    Morgan Stanley is an equal opportunities employer and we are committed to diversifying our workforce (M/F/Disability/Vet). We work to provide a supportive and inclusive environment where all individuals can maximize their full potential.

    Posting Date

    Mar 28, 2021

    Primary Location

    Americas-United States of America-Arizona-Gilbert

    Job

    Wealth Management

    Employment Type

    Full Time

    Job Level

    Professional

Keywords: Morgan Stanley, Gilbert , Team Financial Advisor, Accounting, Auditing , Gilbert, Arizona

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