Financial Services Rep: Return-to-Work (Hybrid, Paid Licenses)

Morgan Stanley; Center (AL); Hybrid; USD 42,000 - 60,000; Full time

Benefits offered by this job

Hybrid work environment

Paid Series 7 & 63 licenses

Health care (medical, dental, vision)

Tuition and licensing reimbursement

401(k) with matching & ESPP

Parental leave

Paid time off

Employee wellness benefits

Job summary

Morgan Stanley’s Return to Work program in Sandy invites experienced professionals back to the workforce. You will be placed in a Financial Services Representative role within Wealth Management, with training paid for Series 7 and 63 licenses.

The program runs for 16 weeks in a hybrid Sandy office, emphasizing mentorship, development, and client service excellence. Successful candidates have a bachelor’s degree or equivalent experience, prior customer-facing work, and the flexibility for a

Qualifications

• A bachelor’s degree in Finance, Business Management or Administration, or an equivalent combination of education, training and experience.
• At least 2 years in a customer-facing role.
• Must be flexible to work a hybrid schedule (3 days in office).
• Authorized to work in the United States with no sponsorship needed.

Responsibilities

• Provide excellent customer service by identifying customer needs and offering best solutions.
• Educate customers about Morgan Stanley’s products and advantages and suggest additional offerings.
• Demonstrate drive to meet sales goals by engaging customers and identifying opportunities.
• Follow internal processes and manage time efficiently.
• Continuously learn about investments and financial markets to address client needs.
• Help identify opportunities to retain clients and minimize risk where appropriate.
• Maintain a high level of integrity and comply with the Code of Conduct.
• Coordinate with other groups to resolve customer issues.

Skills

Customer service

Sales

Team collaboration

Problem solving

Communication

Hybrid adaptability

Education

Bachelor’s degree in Finance or Business

Job description

Morgan Stanley’s Return to Work program in Sandy invites experienced professionals back to the workforce. You will be placed in a Financial Services Representative role within Wealth Management, with training paid for Series 7 and 63 licenses.

The program runs for 16 weeks in a hybrid Sandy office, emphasizing mentorship, development, and client service excellence. Successful candidates have a bachelor’s degree or equivalent experience, prior customer-facing work, and the flexibility for a