Return-to-Work Financial Services Rep (Hybrid)

Morgan-Stanley; Tampa (FL); Hybrid; USD 42,000 - 54,000; Full time

Benefits offered by this job

Hybrid work environment

Series 7 & 63 licenses paid by Morgan 

Comprehensive benefits

Job summary

Morgan Stanley in Tampa invites you to join a 16-week Return to Work program designed for professionals re-entering the workforce. As a Financial Services Representative in Wealth Management, you will assist clients by answering questions, processing requests, and guiding them through their portfolios with integrity and care.

This paid training position supports obtaining the Series 7 and 63 licenses, offers a hybrid work model, and provides comprehensive benefits.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• At least 2 years in a customer-facing role.
• Willing to work a hybrid schedule (3 days in office).
• Authorized to work in the United States without sponsorship.

Responsibilities

• Provide excellent customer service by identifying needs and offering solutions.
• Educate clients on Morgan Stanley’s advantages and products.
• Drive sales by identifying opportunities and following processes.
• Maintain integrity and comply with the Code of Conduct.

Skills

Customer service

Problem solving

Communication

Sales/Upselling

Teamwork

Interpersonal skills

Education

Bachelor's degree in Finance, Business Management or Administration

Job description

Morgan Stanley in Tampa invites you to join a 16-week Return to Work program designed for professionals re-entering the workforce. As a Financial Services Representative in Wealth Management, you will assist clients by answering questions, processing requests, and guiding them through their portfolios with integrity and care.

This paid training position supports obtaining the Series 7 and 63 licenses, offers a hybrid work model, and provides comprehensive benefits.