Hybrid Financial Services Rep - Return-to-Work Program

Socket.dev; Tampa (FL); Hybrid; USD 40,000 - 65,000; Full time

Benefits offered by this job

Hybrid work environment

Licenses paid: Series 7 & 63

Tuition and licensing reimbursement

401(k) with company match

Health care (medical, dental, vision)

Job summary

Morgan Stanley invites experienced professionals returning to work to join its Tampa-based Return to Work program. The 16-week paid program offers hands-on roles aligned with prior expertise, plus comprehensive training, mentorship, and professional development to smoothly reintegrate into the workforce.

The Financial Services Representative role focuses on client service, stock portfolio inquiries, and learning to obtain Series 7 & 63 licenses with company support.

Qualifications

• Customer service experience and problem solving skills required.
• Interest in financial services and sales if applicable.
• Flexibility to work in a hybrid in-office schedule.

Responsibilities

• Provide excellent customer service by identifying needs and offering solutions.
• Educate clients on Morgan Stanley’s products and value proposition.
• Drive sales opportunities by engaging clients and identifying needs.
• Follow processes and manage time efficiently throughout the day.
• Learn about investments and markets to meet client goals.
• Support risk management and maintain high integrity per Code of Conduct.
• Collaborate with other groups to resolve client issues.

Skills

Customer service

Problem solving

Sales orientation

Education

Bachelor's degree in Finance/Business/Administration

SIE exam (completed)

Job description

Morgan Stanley invites experienced professionals returning to work to join its Tampa-based Return to Work program. The 16-week paid program offers hands-on roles aligned with prior expertise, plus comprehensive training, mentorship, and professional development to smoothly reintegrate into the workforce.

The Financial Services Representative role focuses on client service, stock portfolio inquiries, and learning to obtain Series 7 & 63 licenses with company support.