Wealth Management Training & Licensing Program

711 MS Smith Barney, LLC; United States; Presencial; USD 55.000 - 75.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive base salary

401(k) matching with firm

Employee Stock Purchase Program

License sponsorship (SIE, Series 7/63,

FPS designation and CFP/CFA support

Descripción de la vacante

Morgan Stanley’s Wealth Management Training Program offers hands-on experience with top financial advisors at a leading global firm. You will rotate through digital marketing, communications, and financial planning to build a strong foundation in the systems, business areas, and skills essential for a successful career at the Firm.

The program enables licenses, designations, networking, and exposure to different FAs, helping you understand how they run their practice and how you can contribute

Formación

• A bachelor’s degree with a proven track record of academic success.
• Prior professional experience would be an asset but not required
• Securities Industry Essentials (SIE) exam completed prior to interviewing for the program in addition to Firm sponsorship of the Series 7 and 63 exams within a specific timeframe
• Strong written and verbal communication, client, and interpersonal skills

Responsabilidades

• Set up and execute digital marketing strategies for FAs across multiple social media platforms and their website
• Curate marketing campaigns targeting segments of an FAs business to drive engagement
• Identify opportunities analyzing client relationships and providing tactical recommendations to help FAs better support their clients
• Leverage the Firm’s proprietary financial planning resources while partnering with experienced FAs to support their clients and the adoption of Goals Based Wealth Management strategies
• Work with clients and gather information to build, analyze, and present plans in a thoughtful and effective manner
• Generate and present reports to FAs highlighting areas of opportunity and improvement in your strategy to grow their business
• Regularly participate in meetings with management to share best practices and areas of opportunity

Conocimientos

Interpersonal communication

Numerical aptitude

Quick learner

Educación

Bachelor's degree

Descripción del empleo

Morgan Stanley’s Wealth Management Training Program offers hands-on experience with top financial advisors at a leading global firm. You will rotate through digital marketing, communications, and financial planning to build a strong foundation in the systems, business areas, and skills essential for a successful career at the Firm.

The program enables licenses, designations, networking, and exposure to different FAs, helping you understand how they run their practice and how you can contribute