Financial Advisor - Acquisition Sales (VCS) - June/July class - Gilbert, AZ

Morgan Stanley; Gilbert (AZ); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a dynamic Acquisition Advisor to join their innovative Virtual Advisor team. This role is pivotal in engaging with prospective clients, providing tailored wealth management solutions, and leveraging existing relationships for lead generation. You will have the opportunity to make a significant impact by educating clients on the competitive landscape and guiding them through the account opening process. Join a firm that values integrity, excellence, and collaboration, and be part of a team dedicated to delivering exceptional service while fostering your professional growth.

Benefits

Comprehensive Employee Benefits

Diversity and Inclusion Programs

Professional Development Opportunities

Qualifications

• 3+ years of sales experience in a collaborative environment.
• Active Series 7 and Series 66 licenses required.

Responsibilities

• Engage with prospective clients to provide wealth management advice.
• Review financial situations and recommend solutions.

Skills

Sales Experience

Client Relationship Management

Financial Analysis

Communication Skills

Tools

ETrade

Job description

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!

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.

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.

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).