Hybrid Financial Services Rep — Return-to-Work (Series 7/63 Paid)

Morgan-Stanley; Gilbert (AZ); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health care

Tuition and licensing reimbursement

401(k) with company match

Hybrid work environment

Paid time off

Parental leave

Job summary

Morgan Stanley in Gilbert, AZ is launching a 16-week Return to Work program within the Wealth Management division. The Financial Services Representative role includes paid training to obtain Series 7 and 63 licenses, strong customer service focus, and a sales-oriented environment in a hybrid office setting.

Applicants should have 2+ years in customer-facing roles, a bachelor’s degree in Finance/Business, and be eligible to work in the United States.

Qualifications

• Bachelor’s degree in Finance, Business Management or Administration or equivalent
• 2+ years in a customer-facing role
• Willing to work a hybrid schedule (3 days in office)
• Eligible to work in the United States without visa sponsorship now or in the future

Responsibilities

• Provide excellent customer service by identifying customer needs and determining the best solution
• Educate customers on Morgan Stanley’s competitive advantage and product benefits
• Drive sales by engaging customers and identifying new opportunities
• Follow processes and maintain a high level of integrity and compliance

Skills

Customer service

Communication

Sales mindset

Teamwork

Education

Bachelor’s degree in Finance/Business Administration

Job description

Morgan Stanley in Gilbert, AZ is launching a 16-week Return to Work program within the Wealth Management division. The Financial Services Representative role includes paid training to obtain Series 7 and 63 licenses, strong customer service focus, and a sales-oriented environment in a hybrid office setting.

Applicants should have 2+ years in customer-facing roles, a bachelor’s degree in Finance/Business, and be eligible to work in the United States.