Financial Services Advisor - Hybrid Role with Licenses Paid

Morgan-Stanley; Tampa (FL); Hybrid; USD 40,000 - 70,000; Full time

Benefits offered by this job

Health care (medical, dental, vision)

401(k) with firm matching

Tuition and licensing reimbursement

Paid time off

Job summary

Morgan Stanley in Tampa, FL is seeking a Financial Services Representative to deliver exceptional customer service, assess client needs, and educate on investment opportunities. The role emphasizes cross-selling while maintaining high integrity and strict adherence to conduct guidelines.

The ideal candidate has a background in finance, SIE certification, and at least two years in a customer-facing role. A hybrid schedule (3 days in-office) is expected, with comprehensive benefits and ongoing

Qualifications

• Provide excellent customer service by identifying customer needs and determining the best solution.
• Educate customers on Morgan Stanley’s competitive advantage and identify additional products they would benefit from.
• Demonstrate drive to sell by engaging customers and spotting new opportunities.
• Follow processes and manage time efficiently throughout the day.
• Continually learn about investments and financial markets to address client needs.
• Help keep clients by identifying opportunities and mitigating risk when needed.
• Maintain integrity and comply with Morgan Stanley’s Code of Conduct.

Responsibilities

• Field inbound customer inquiries to assist with account-related requests (money movement, updates, trade requests).
• Follow up with customers on outstanding account items.
• Participate in continuing education and development.

Skills

Customer service

Sales

Teamwork

Education

Bachelor’s degree in Finance, Business Management or Administration

SIE Exam

Job description

Morgan Stanley in Tampa, FL is seeking a Financial Services Representative to deliver exceptional customer service, assess client needs, and educate on investment opportunities. The role emphasizes cross-selling while maintaining high integrity and strict adherence to conduct guidelines.

The ideal candidate has a background in finance, SIE certification, and at least two years in a customer-facing role. A hybrid schedule (3 days in-office) is expected, with comprehensive benefits and ongoing