Financial Advisor
Morgan Stanley Wealth Management | Albany , NY | posted : 6/16/2014

Financial Advisor Associate


As a registered Financial Advisor Associate, you will assist families and individuals managing their money. You will receive competitive compensation as well as increased earning potential for your service.

As a Financial Advisor Associate you will have the opportunity to develop a superior foundation to build on through targeted curriculum (Licensing, Learning & Coaching; Client Acquisition & Coaching; and Client Acquisition & Relationship Building). Financial Advisor Associates are prepared to take their place among our elite Financial Advisor workforce. As a Financial Advisor Associate, you will have access to state-of-the-art financial tools and technologies as well as sales and management mentoring. Wealth Management accepts only the top candidates to be FAAs. Compensation is commensurate with experience.

Financial Advisor Associate


Job Responsibilities

  • Provide a high level of individualized, comprehensive brokerage financial services and investment strategies to clients.
  • Prospect, network and acquire clients through various methods and strategies.
  • Maintain continuing finance and sales, licensing and registration requirements.
  • Consult with clients on investment strategies based on their individual financial and investment objectives.
  • Balance management of referral activities, customer follow-ups and administrative tasks.
  • Analyze economic trends and apply to analysis of individual client needs.
  • Comply with all regulatory requirements.
  • Meet quarterly revenue goals.

Job Requirements


The best Financial Advisors are analytical self-starters with a proven, successful track record. They are 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 preferred and 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.
  • Successful completion of Series 7 and Series 66 exams within the time frame provided by applicable company policy.


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

 

Company Overview


We are a global financial services firm, grounded in more than 130 years of experience. With over 17,000 Financial Advisors in 1,300 offices worldwide, we offer a wide range of financial services to a large and diversified group of clients and customers, including governments, corporations, institutions and individuals throughout the world. Our employees are high achievers who share integrity, intellectual curiosity and the desire to work in an atmosphere that is more collegial than many of our competitors.


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. In addition, Morgan Stanley complies with applicable state and local laws prohibiting discrimination in employment in every jurisdiction in which it maintains facilities


JOB SNAPSHOT

Employment Type: Full-Time
Base Pay: N/A
Other Pay: N/A
Industry: Banking - Financial Services
Securities
Sales - Marketing
Education: 4 Year Degree
Experience: At least 3 year(s)
Manages Others: No
Relocation: Not Specified
Required Travel: Not Specified
Job ID: Not Available
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