Financial Services Rep — Return-to-Work (Hybrid)

PowerToFly; Tampa (FL); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Hybrid work environment

Licensing tuition paid (Series 7 & 63)

Comprehensive training & mentorship

Competitive benefits package

Job summary

Morgan Stanley is hosting a 16-week Return to Work program in Tampa for experienced professionals returning to the workforce. The role focuses on financial services support, with training paid by Morgan Stanley to obtain Series 7 and 63 licenses.

In Wealth Management, you’ll help clients with accounts, investments, and inquiries, while developing products, processes, and client relationships. The program emphasizes customer service excellence, onboarding guidance, and a collaborative, inclusive

Qualifications

• Bachelor’s degree in Finance, Business Management or Administration or equivalent experience.
• At least 2 years in a customer-facing role.
• Willingness to work a hybrid schedule (3 days in office).

Responsibilities

• Provide excellent customer service by identifying needs and offering the best solution.
• Educate clients on Morgan Stanley’s competitive advantage and potential products.
• Drive sales by engaging customers and spotting opportunities.
• Follow processes and manage time efficiently.
• Continually learn about investments and markets to address client needs.
• Maintain high integrity and comply with Morgan Stanley’s Code of Conduct.
• Collaborate with other groups to resolve client issues.

Skills

Customer service

Problem solving

Communication

Sales orientation

Team collaboration

Education

Bachelor’s degree in Finance, Business Management or Administration

Job description

Morgan Stanley is hosting a 16-week Return to Work program in Tampa for experienced professionals returning to the workforce. The role focuses on financial services support, with training paid by Morgan Stanley to obtain Series 7 and 63 licenses.

In Wealth Management, you’ll help clients with accounts, investments, and inquiries, while developing products, processes, and client relationships. The program emphasizes customer service excellence, onboarding guidance, and a collaborative, inclusive