Job description
We are looking for ambitious men and women to join our elite training program and become Financial Advisors at Morgan Stanley. Our Financial Advisor Associate (FAA) program is comprised of 36-months of rigorous curriculum geared for self-motivated individuals with entrepreneurial aspirations. In return for your hard work you will have the opportunity to provide clients with exceptional investment advice to help them reach their financial goals, while at the same time beginning to build a financially rewarding career for yourself.
A training process geared toward your success:
Throughout this intensive training, you’ll learn the tools and strategies needed to build a client base of high net worth individuals, while gaining access to state-of-the-art financial tools and techniques, and receive rigorous sales and management mentoring. The program is broken out into 3 phases:
Phase 1: Pre-Production:
FAAs are required to pass the Series 7 and 66 exams; begin consultation meetings with their designated coaches appointed to them for the entirety of the program; complete assigned curriculum; and attend first National Performance Training Session
Phase 2: Production, Client Acquisition & Coaching:
Here FAAs learn investment management skills; participate in weekly coaching meetings; prospect for clients; open new account relationships; and attend second National Performance Training Session.
Phase 3: Client Acquisition & Relationship Management Skills:
The final stage is comprised of FAAs managing and expanding client relationships; gathering referrals; targeting specific niche markets; conducting financial seminars; completing the Financial Planning Specialist (FPS) program; taking part in monthly Product Specialist Calls; and meeting frequently with their Manager.
Salary:
As a Financial Advisor Associate, you will receive a competitive base salary, incentive compensation and the potential to attain an incentive bonus
Job Requirements:
• Bachelor’s degree in business, finance, sales, marketing or a related field or equivalent to five years professional experience in business development, management, sales, legal, accounting, education, military, finance or other business
• Excellent communication, presentation, organization skills
• Strong community presence with an established network of contacts
• Bilingual candidates a plus
• 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
About us:
Morgan Stanley is a global financial services firm that maintains significant market positions in each of its business segments—Institutional Securities, Wealth Management and Investment Management. Morgan Stanley’s Wealth Management business is one of the largest wealth management firms in the world with more than trillion in client assets and more than 15,000 financial advisors. Our Financial Advisors deliver tailored solutions designed to help clients achieve their financial goals. We provide 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.
Let’s get started:
If you’re ready to invest in a career as a Financial Advisor, we’re ready to give you intensive training to help you build a client base of high net worth individuals.
Learn more and apply: http://www.morganstanley.com/people/financial-advisors/financial-advisor-associate
We are an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet)
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