Title: Financial Advisor Associate
At Morgan Stanley Wealth Management, we promote teamwork, discipline, resourcefulness, and camaraderie among our employees. Therefore, we believe that past military men and women would find the transition into our company culture as well as their professional responsibilities and duties, to be smooth, efficient and enjoyable.
Morgan Stanley Wealth Management offers its employees every resource available in order to help with their personal and professional growth and success. As one of the world's leading wealth management firms, we offer a vast amount of opportunities for our veteran military employees to take advantage - putting to use the wide array of unique skills, attributes and characteristics you developed while in the service.
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. You will receive competitive compensation as well as increased earning potential for your services.
. Complete proprietary training of Finance, Wealth Planning/Investment Strategies and Products
. Successfully complete the required Series 7 & 66 licensures
. Effectively source business prospects and employ client acquisition techniques
. Consult clients on investment strategies based on their financial and investment objective
. Balance management of referral activities, customer follow-ups and administrative tasks
. Complete continuing finance education, licensing requirements and sales training
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
. 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 Programteaches 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
Morgan Stanley Wealth Management is one of the largest wealth management firms in the world, with $1.7 trillion in client assets and nearly 17,000 Financial Advisors (as of June 30, 2012). Morgan Stanley Wealth Management's Financial Advisors deliver tailored solutions designed to help achieve important financial goals. Mindful of differing investment objectives, risk tolerance and liquidity needs, the firm provides individuals, families, businesses and institutions with a wide variety of services: brokerage and investment advisory services, financial and wealth planning, access to credit and lending, cash management, annuities and insurance, and retirement services.
Morgan Stanley Smith Barney LLC.Member SIPC. .
It is the policy of Morgan Stanley Smith Barney LLC to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, age, gender, gender identity, sexual orientation, national origin citizenship, disability, marital and civil partnership/union status, pregnancy (including unlawful discrimination on the basis of a legally protected pregnancy/maternity leave), veteran status or any other characteristic protected by law. In addition, Morgan Stanley Smith Barney LLC complies with applicable state and local laws prohibiting discrimination in employment in every jurisdiction in which it maintains facilities.