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Morgan Stanley

Morgan Stanley is a global financial services firm offering a complete range of financial services to a large and diversified group of clients and customers, including governments, corporations, institutions and individuals throughout the world. The talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity and excellence. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and to grow.

Additional Information About Us
Diversity

Social Responsibility

Global Offices
Financial Advisor


Status
Full-Time

Location
map it!US-CA-Fresno



City Position is Located
map it!US-CA-Fresno


Job Category
Finance
Banking
Sales

Education:
4 Year Degree

Reference Code
Not Available

Job Description

Job Title:         Financial Advisor

  

Description:    

 

A Financial Advisor combines personal skills with all the resources of Morgan Stanley Smith Barney for the purpose of helping clients realize their financial goals. Financial Advisors are provided extensive training to help them build their own business, which includes attracting and servicing relationships with their clients. Financial Advisors are responsible for assessing a client's circumstances and objectives, and based on those, go on to provide individualized, highly strategic Investment consulting. Financial Advisors have access to a full range of wealth building, managing and preserving services throughout the Firm, including mutual funds, stocks, bonds, IRAs, credit & lending, insurance, estate planning and many other services that they will offer to their client base and the investing public.

 

  

Responsibilities:

  

  • Develop and cultivate your own client base. Prospect and service clients business.

  • Analyze investment opportunities and client needs, and recommend appropriate strategies.

  • Build client relationships bases upon developing strategies to their financial goals through the use of financial planning and wealth management.

  • Market and sell appropriate investment products, financial and wealth management services/products to clients.

  • Prepare and deliver presentations/seminars to clients and prospects for business development purposes.

  • Attend Financial Advisor meetings and continuing education sessions to stay current about products, services and policies.

  • Comply with all industry rules and regulations.

  • Ability to create a sales and marketing strategy for new client relationships.

 

Job Requirement

 

Minimum Qualifications

 

  • Track record of successful work experience for a period of three to five years.
  • Ability to acquire the series 7 and 66 registration, and additional licensing needed to assist in building a career as a Financial Advisor.
  • Ability to communicate effectively with co-workers and clients.
  • Excellent written and oral communication skills.
  • A bachelor's degree is preferred with five years of business experience and proven success in a previous career.

 

Key Words:  Financial Advisor, Broker, Investment Advisor, Investment Consultant, Financial Consultant, Financial Planner, Financial Services, Sales, Sell, Business Development, Marketing, Prospecting, Client Service, Series 7, Series 66, Career Change, Career Transition, Mutual Funds, Stocks, Bonds, IRAs, Lending, Insurance, Estate Planning

 

Morgan Stanley Smith Barney
is an equal opportunity employer committed to diversifying its workforce.
(M/F/D/V)

 


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It is the policy of Morgan Stanley to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, age, gender, gender identity, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy (including unlawful discrimination on the basis of a legally protected pregnancy/maternity leave), veteran status, or any other characteristic protected by law.

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