Return-to-Work Financial Services Rep — Licenses Paid

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

Benefits offered by this job

Hybrid work environment

Licensing support (Series 7 & 63) paid

Comprehensive training and mentorship

Job summary

Morgan Stanley seeks candidates for its Return to Work program in Sandy. The Financial Services Representative will assist clients via inbound calls, learn to navigate investments, and gain licensing for Series 7 & 63. Training and mentorship are provided.

This 16-week paid program emphasizes skill development, client service excellence, and regulatory readiness, with a hybrid office schedule and opportunities within Wealth Management.

Qualifications

• Experience in a customer-facing role preferred.
• Willingness to obtain Series 7 & 63 licenses paid by Morgan Stanley.
• Hybrid work schedule (3 days in office).
• Legal authorization to work in the United States.

Responsibilities

• Provide excellent customer service by identifying needs and offering solutions.
• Educate customers about Morgan Stanley's products and services.
• Drive sales by engaging customers and identifying opportunities.
• Follow processes and manage time efficiently.
• Learn about investments and financial markets to meet client needs.
• Maintain high integrity and comply with the Code of Conduct.

Skills

Customer service

Sales

Communication

Problem solving

Time management

SIE exam

Education

Bachelor's in Finance/Business/Administration or equivalent

Job description

Morgan Stanley seeks candidates for its Return to Work program in Sandy. The Financial Services Representative will assist clients via inbound calls, learn to navigate investments, and gain licensing for Series 7 & 63. Training and mentorship are provided.

This 16-week paid program emphasizes skill development, client service excellence, and regulatory readiness, with a hybrid office schedule and opportunities within Wealth Management.