If you are a Financial Advisor whose passion lies in making a
difference in the life of your clients, we want you to partner with
a provided book of high net worth clients, providing ongoing,
comprehensive planning and investment advice to help them succeed
in getting to where they want to go! Use your natural ability to
connect with people to understand not only clients' finances, but
also get to know them personally and their loved ones, as you
support their pursuit of their financial goals. We believe your
ability to foster genuine, trusting relationships with clients will
be the beacon that helps them navigate life's most important
Dedicated Financial Advisors focus 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.
Our Dedicated Financial Advisors are self-motivated, independent
thinkers who share a common desire to build long-term client
relationships. Your ability to achieve success as a Dedicated
Advisor is supported by the Morgan Stanley brand, leadership, and
Our Dedicated Financial Advisors are assigned a book of business
consisting of high value clients. You will deepen relationships by
providing investment advice primarily through phone interactions.
Additionally, you will grow the book of business through proactive
calls to prospects and referrals.
- Retain and grow assets of assigned households by effectively
managing an assigned book of business and ensuring that all clients
receive an outstanding client experience.
- Partner with clients to analyze and evaluate their financial
situation, identify investment objectives, and make investment
recommendations through a customized financial planning
- Provide advice on a variety of investment solutions, including
the advantages and disadvantages of various product offerings based
on the client's individual needs.
- Cultivate current and prospective client relationships and
identify opportunities to expand these relationships by responding
to client needs with creativity and innovation.
- Conduct client portfolio reviews and propose value-added
solutions to client needs.
- Recognize and mitigate risk, including obtaining 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
- Maintain and update client profiles, including adding detailed,
- Additional duties as directed by management.
- Minimum of 5 years of proactive, successful financial advisory
experience in the financial services industry.
- Knowledge of a wide variety of brokerage/banking products and
services, including professionally managed solutions, mutual funds
- 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 needs.
- Excellent communication and organizational skills.
- Bachelor's degree or equivalent experience is required.
- Active Series 7 & Series 66 (or 63 & 65)
- Active Life & Health Insurance license or must be obtained
within 60 days of hire date
- CFP required
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
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
We believe our greatest asset is our people. We value our
commitment to diverse perspectives and a culture of inclusion
across the Firm. A career at Morgan Stanley means belonging to an
ideas-driven culture that embraces new perspectives to solve
complex problems. Success at Morgan Stanley is motivated by
results, a collaborative mindset and a commitment to accomplishing
great things - so if you are ready to do that, we are ready for
you! Apply today to be a part of a team environment where you make
a difference in the lives of people by bettering the investment
universe. Discover who we are at www.morganstanley.com.