Financial Services Rep – Hybrid, Licensing Paid

Morgan Stanley; Alpharetta (GA); Hybrid; USD 42,000 - 65,000; Full time

Benefits offered by this job

Hybrid work environment

Licensing support for Series 7 & 63

Paid training and licensing

Job summary

Morgan Stanley is seeking a Financial Services Representative to assist clients with account-related inquiries, educate them on investment products, and help grow client relationships in a hybrid workplace. This role emphasizes service excellence, problem-solving, and ongoing learning about the markets.

The position supports training for Series 7 & 63 licenses and offers exposure to a major financial institution with comprehensive benefits.

Qualifications

• You’ve passed the Securities Industry Essentials (SIE) exam.
• A bachelor’s degree in Finance, Business Management or Administration, or equivalent combo.
• At least 2 years in a customer-facing role.
• Flexibility for a hybrid schedule (3 days in office).
• Authorized to work in the United States without visa sponsorship.

Responsibilities

• Provide excellent customer service by identifying customer needs and solutions.
• Educate customers on Morgan Stanley’s advantages and suggested products.
• Demonstrate drive to meet sales goals by engaging customers and finding opportunities.
• Follow processes and manage time efficiently throughout the day.
• Continually learn about investments to address client needs.

Skills

Customer service

Sales mindset

Problem solving

Communication skills

Education

Bachelor’s degree in Finance/Business Administration

Job description

Morgan Stanley is seeking a Financial Services Representative to assist clients with account-related inquiries, educate them on investment products, and help grow client relationships in a hybrid workplace. This role emphasizes service excellence, problem-solving, and ongoing learning about the markets.

The position supports training for Series 7 & 63 licenses and offers exposure to a major financial institution with comprehensive benefits.