Hybrid Financial Services Rep | Licensing Paid

Morgan Stanley; Gilbert (AZ); Hybrid; USD 27,000 - 39,000; Full time

Benefits offered by this job

Hybrid work environment

Tuition and licensing reimbursement

Paid time off

Medical, dental, vision benefits

401(k) with company match

Employee stock purchase program

Job summary

Morgan Stanley offers an entry into financial services with on-the-job training funded to obtain Series 7 and 63 licenses. The role emphasizes customer service, problem solving, and sales in a hybrid in-office setting.

You will handle inbound inquiries, educate clients, and identify additional products to help clients reach their financial goals. Applicants must have a bachelor’s degree in finance or related field, and at least two years in a customer-facing role, with a flexible hybrid schedule

Qualifications

• Bachelor’s degree in Finance, Business Management or Administration or equivalent
• At least 2 years in a customer-facing role
• Hybrid schedule availability (3 days a week in office)
• Authorized to work in the United States without sponsorship now or in the future

Responsibilities

• Provide excellent customer service by identifying customer needs and determining solutions
• Educate customers on Morgan Stanley’s competitive advantage and identify additional products
• Drive sales by engaging customers and identifying opportunities
• Maintain processes and manage time efficiently

Skills

Customer service

Problem solving

Sales oriented

Team collaboration

Communication skills

Education

Bachelor’s degree in Finance, Business Management or Administration

Equivalent combination of education, training and experience

Job description

Morgan Stanley offers an entry into financial services with on-the-job training funded to obtain Series 7 and 63 licenses. The role emphasizes customer service, problem solving, and sales in a hybrid in-office setting.

You will handle inbound inquiries, educate clients, and identify additional products to help clients reach their financial goals. Applicants must have a bachelor’s degree in finance or related field, and at least two years in a customer-facing role, with a flexible hybrid schedule