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  • Dallas, TX

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Financial Advisor Associate

Morgan Stanley • Dallas, TX

Posted 7 days ago

Job Snapshot

Full-Time
Experience - At least 3 year(s)
Degree - 4 Year Degree
Banking - Financial Services, Securities, Sales - Marketing
Banking, Finance, Sales
3

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Job Description

Financial Advisor Associate


Company Overview:

Morgan Stanley Wealth Management is one of the largest wealth management firms in the world, with $2 trillion in client assets and over 16,000 Financial Advisors (as of September 2014). Morgan Stanley Wealth Management’s Financial Advisors deliver tailored solutions designed to help achieve important financial goals. Mindful of differing investment objectives, risk tolerance and liquidity needs, the firm provides individuals, families, businesses and institutions with a wide variety of services: brokerage and investment advisory services, financial and wealth planning, access to credit and lending, cash management, annuities and insurance, and retirement services.


Great entrepreneurs are passionate about smart management - especially in the financial industry. As a Financial Advisor, you will manage the complex issues that come with wealth while helping families achieve their goals and financial aspirations. A career in finance sales is rewarding, honorable and can be lucrative, as Morgan Stanley Wealth Management clients have entrusted our Financial Advisors with their hard earned assets. You will receive competitive compensation as well as increased earning potential for your services.

For those looking for a superior foundation to build on, consider Morgan Stanley Wealth Management and utilize your business development and management skills in the Finance/Financial Brokerage Services arena. Leverage a strong brand while you operate as your book of business!

Our Financial Advisor Associate Training Program prepares you to become a Financial Advisor through an extensive curriculum which provides you with the tools and strategies needed to build a client base of high net worth individuals. In addition, you will have access to state-of-the art financial tools and technologies as well as sales and management mentoring. Once you become a Financial Advisor, you will use your product knowledge and networking/management talents to provide clients with a high level of individualized, comprehensive and a vast array of brokerage financial services and investment strategies.

Job Responsibilities:

  • Complete proprietary training of Finance, Wealth Planning/Investment Strategies and Products
  • Successfully complete the required Series 7 & 66 licensures
  • Effectively source business prospects and employ client acquisition techniques
  • Consult clients on investment strategies based on their financial and investment objectives
  • Balance management of referral activities, customer follow-ups and administrative tasks
  • Complete continuing finance education, licensing requirements and sales training


Job Requirements

Financial Advisor Associate


The best Financial Advisors are high achievers, astute listeners and skilled problem solvers who can offer specialized advice to help clients meet their wealth management needs.

  • Bachelor's degree in business, finance, sales, marketing or related field and/or 5 years of professional experience in Business Development, Management, Sales, Legal, Accounting, Education, Military, Finance or other business
  • Excellent communication, presentation, time management and organization skills
  • Strong community presence with an established network of personal and business contacts
  • Ability to listen to client needs and provide financial solutions
  • Authorization to work in the U.S. without restriction as to duration
  • Successful completion of background check and pre-employment assessments


Job ID: 0320-31
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