Virtual Client Financial Advisor (June/July class) - Gilbert, AZ

Morgan Stanley; Gilbert (AZ); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Virtual Client Financial Advisor to join their innovative team in Gilbert, AZ. This role offers a unique chance to provide personalized virtual advice to clients, helping them navigate financial goals without the stress of traditional prospecting. You will leverage the firm's extensive resources and investment research to deliver tailored wealth plans and foster strong client relationships. With ongoing coaching and support from local leadership, this position promises significant growth and development opportunities in a collaborative environment. Join a firm that values integrity and excellence while offering a comprehensive benefits package.

Benefits

Comprehensive Employee Benefits

Training and Development Programs

Diversity and Inclusion Initiatives

Flexible Work Environment

Career Advancement Opportunities

Qualifications

• 1-3 years of experience in financial services or brokerage sales preferred.
• Must have FINRA licenses Series 7, 66 or ability to obtain.

Responsibilities

• Retain and build client relationships through advice and portfolio reviews.
• Provide tailored advice based on client circumstances and investment goals.

Skills

Client Service Skills

Communication Skills

Financial Market Knowledge

Risk Recognition

Education

Bachelor's Degree

Tools

Morgan Stanley Tools

Job description

Joining the Morgan Stanley Virtual Client Solutions (VCS) group provides you with the security of a competitive salary and benefits package, but without the stress of prospecting, cold calling, or soliciting friends & family for business. With Morgan Stanley - VCS you’ll have the unique opportunity to join a team of highly skilled Financial Advisors dedicated to providing personalized virtual advice for the modern investor.

All client interactions are phone-based, complemented by digital touchpoints. You will be surrounded by a team that focuses on deepening and growing an existing book of Morgan Stanley relationships. As a Virtual Client Financial Advisor – Gilbert, AZ, your primary focus is to help clients establish a strong foundation that will ultimately position them to reach their financial goals – helping to simplify the goals-based planning process, so clients can focus on what matters most.

This is achieved through accessing the intellectual capital of the Firm, including some of the best investment research in the industry, which will empower you to confidently navigate complex market conditions, implement tailored wealth plans, and recommend suitable investment products to not only achieve the client’s goals, but help you deliver against your new asset objectives.

Your local leadership team will be by your side to support you in your growth and development by providing ongoing coaching to advance your skillset and progress your career.

The Value You’ll Add:

• In a team-based environment, via inbound and outbound communication, retain and build client relationships by providing advice, reviewing portfolio, gauging client circumstances and goals (including suitability and risk tolerance) and closing new asset opportunities.
• Have a deep understanding of current financial markets, the Firm’s products, and those of its strategic partners. Leverage these tools to tailor advice and guidance for each client’s circumstances, investment objectives and goals.
• Focus on improving client satisfaction by emphasizing world-class individualized client service, 100% accuracy, responsiveness, and follow-through.
• Focus on meeting business objectives, and doing so in a professional manner.
• Acting with the highest ethical standard and integrity to put clients’ needs above all other considerations.
• Risk recognition and mitigation, including ensuring a thorough understanding of and adherence to all policies and procedures. Uphold requirements of the Quality Assurance guidelines.

The Experience You’ll Gain:

The Morgan Stanley Client Solutions Training program is a three-phase program, consisting of 2-3 months training and development designed to ensure that Financial Advisors are fully prepared to take their place among our Financial Advisor workforce.

Upon completion of this program the Financial Advisor will be able to:

• Understand the purpose and vision of Morgan Stanley Financial Advisor role.
• Provide exceptional client experience and ask effective questions to understand and fulfill the clients need.
• Demonstrate proficiency in the use of Morgan Stanley tools.
• Build a recommendation that aligns to the client's financial goals.
• Deepen the client relationship by conveying the value Morgan Stanley products and services can provide the client.
• Listen for opportunities to educate clients on firm capabilities.

Required Qualifications:

• Bachelor's degree or equivalent.
• 1-3 years of relevant financial services or brokerage sales experience preferred.
• Securities Industry Essential (SIE) OR ability to pass SIE exam 2 weeks prior to start date.
• Must have FINRA licenses Series 7, 66 (combined S63 and 65) OR the ability to obtain licenses within company policy guidelines.
• Excellent communicator with strong client service skills.

Why Morgan Stanley:

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is essential to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a best-in-class foundation for building a professional career - a place for people to learn, to achieve, contribute and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).