Hybrid Financial Services Rep: Training for Series 7 & 63

Morgan-Stanley; Tampa (FL); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health care

401(k) match

Tuition/licensing reimbursement

Hybrid work

Paid time off

Stock purchase plan

Job summary

Morgan Stanley in the United States is seeking an unlicensed Financial Services Representative to assist clients with account inquiries, money movements, and basic trading requests. You will receive paid training to obtain Series 7 and 63 licenses, with a hybrid in-office/remote schedule that supports your development within a leading financial institution.

The role emphasizes customer service, integrity, and ongoing learning as you grow your career in financial services.

Qualifications

• Bachelor’s degree in Finance, Business Management or Administration or equivalent.
• Minimum 1 year in a customer-facing role.
• Must be legally authorized to work in the United States; sponsorship not required.

Responsibilities

• Provide excellent customer service by identifying needs and offering suitable solutions.
• Educate clients on Morgan Stanley’s offerings and cross-sell relevant products.
• Handle inquiries about accounts, funds, and trades with accuracy and integrity.
• Follow processes and manage time effectively to meet daily goals.

Skills

Customer service

Problem solving

Communication

Sales

Education

Bachelor's degree in Finance/Business/Administration

Job description

Morgan Stanley in the United States is seeking an unlicensed Financial Services Representative to assist clients with account inquiries, money movements, and basic trading requests. You will receive paid training to obtain Series 7 and 63 licenses, with a hybrid in-office/remote schedule that supports your development within a leading financial institution.

The role emphasizes customer service, integrity, and ongoing learning as you grow your career in financial services.