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Team Financial Advisor

Company: Morgan Stanley
Location: Gilbert
Posted on: June 7, 2021

Job Description:

If you want to have a positive impact on people's financial futures and help empower individuals to reach their financial goals - Read on!

Position Summary:

Joining Morgan Stanley as a Financial Advisor provides you with the security of a competitive salary and benefits package, but without the stress of prospecting, cold calling, or soliciting friends & family for business.

You will be joining a team that focuses on deepening and growing an existing book of Morgan Stanley relationships. All client interactions are phone-based, complemented by digital touchpoints. Your primary focus is to help clients establish a strong foundation that will ultimately position them to reach their financial goals. This is achieved through accessing the intellectual capital of the firm, including some of the best investment research in the industry. You will be empowered to confidently navigate complex market conditions, implement tailored wealth plans and recommend suitable investment products which not only achieve the client's goals but help you deliver against your new asset objectives.

Your local leadership team will be by your side to support you in your growth and development by providing ongoing coaching to advance your skillset and progress your career.

Role Responsibilities:

  • In a team-based environment, via inbound and outbound communication, retain and build client relationships by providing advice, reviewing portfolio, gauging client circumstances and goals (including suitability and risk tolerance) and closing new asset opportunities.
  • Have a deep understanding of current financial markets, the Firm's products and those of its strategic partners. Leverage these tools to tailor advice and guidance for each client's circumstances, investment objectives and goals.
  • Focus on improving client satisfaction by emphasizing world-class individualized client service, 100% accuracy, responsiveness and follow-through.
  • 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.
  • Document client interactions through detailed notes.

Training Program:

The Morgan Stanley Client Solutions Training program is a three-phase program consisting of 2-3 months training and development designed to ensure that Financial Advisors are fully prepared to take their place among our Financial Advisor workforce.

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

  • Understand the purpose and vision of Morgan Stanley 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

Qualifications:

  • Bachelor's degree or equivalent
  • Excellent communicator with strong client service skills
  • FINRA licenses Series 7 Top-off and Series 66 - which encompasses 63 & 65

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.

Keywords: Morgan Stanley, Gilbert , Team Financial Advisor, Other , Gilbert, Arizona

Click here to apply!

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