Return-to-Work Financial Services Rep (Hybrid)

Morgan Stanley; Gilbert (AL); Hybrid; USD 42,000 - 62,000; Full time

Benefits offered by this job

Hybrid work environment

Tuition and licensing reimbursement

401(k) with company match

Health care (medical, dental, vision)

Paid time off

Student loan refinancing

Job summary

Morgan Stanley in Gilbert is offering a 16-week Return to Work program for experienced professionals re-entering the workforce. The role focuses on Financial Services with inbound client interactions, training to obtain Series 7 & 63 licenses, and a pathway to a Wealth Management career.

The program provides mentorship, comprehensive training, and a hybrid work setup. Ideal candidates have 2+ years in customer-facing roles, a bachelor’s degree in Finance/Business, and are legally authorized to

Qualifications

• SIE Exam passed or in process.
• Bachelor’s degree in Finance, Business Management or Administration, or equivalent experience.

Responsibilities

• Provide outstanding customer service by identifying needs and offering solutions.
• Educate clients on Morgan Stanley’s products and competitive advantages.
• Drive sales by engaging clients and uncovering new opportunities.
• Follow defined processes and manage time efficiently during the day.
• Continually learn about investments and financial markets to address client needs.
• Support cross-group collaborations to resolve issues for clients.

Job description

Morgan Stanley in Gilbert is offering a 16-week Return to Work program for experienced professionals re-entering the workforce. The role focuses on Financial Services with inbound client interactions, training to obtain Series 7 & 63 licenses, and a pathway to a Wealth Management career.

The program provides mentorship, comprehensive training, and a hybrid work setup. Ideal candidates have 2+ years in customer-facing roles, a bachelor’s degree in Finance/Business, and are legally authorized to