Wealth Management Client Advisor — Return-to-Work

Morgan-Stanley; Gilbert (AZ); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

Hybrid work environment

Licensing support (Series 7 & 63) paid

Competitive base salary

Tuition and licensing reimbursement

401(k) with company match

Parental leave

Job summary

Morgan Stanley, in Gilbert, is seeking a Financial Services Representative for its Return to Work program. The 16-week paid program trains you to earn Series 7 & 63 licenses while you assist clients with their portfolios in a hybrid office setting.

The role emphasizes excellent customer service, problem solving, and a sales mindset within Wealth Management. A bachelor’s degree and customer-facing experience are preferred.

Qualifications

• Bachelor's degree in Finance, Business Management or Administration or equivalent experience is required.
• Minimum of 2 years in a customer-facing role is preferred.
• Must be legally authorized to work in the United States; visa sponsorship not specified.

Responsibilities

• Provide excellent customer service by identifying customer needs and offering the best solution.
• Educate customers on Morgan Stanley's advantages and suggest additional products.
• Drive sales by engaging customers and identifying new opportunities.
• Follow processes and manage time efficiently; learn about investments and markets to address client needs.
• Support risk management and uphold Morgan Stanley's Code of Conduct.

Skills

Customer service

Problem solving

Sales mindset

Team player

Interpersonal skills

Education

Bachelor's degree in Finance, Business Management or Administration

Job description

Morgan Stanley, in Gilbert, is seeking a Financial Services Representative for its Return to Work program. The 16-week paid program trains you to earn Series 7 & 63 licenses while you assist clients with their portfolios in a hybrid office setting.

The role emphasizes excellent customer service, problem solving, and a sales mindset within Wealth Management. A bachelor’s degree and customer-facing experience are preferred.