Dec 20, 2023
Americas-United States of America-Georgia-Alpharetta
Wealth Management Full Time Professional
Joining the Morgan Stanley Virtual Client Solutions (VCS) group provides you with the security of a competitive salary and benefits package, but without the stress of prospecting, cold calling, or soliciting friends & family for business. With Morgan Stanley - VCS you’ll have the unique opportunity to join a team of highly skilled Financial Advisors dedicated to providing personalized virtual advice for the modern investor.
All client interactions are phone-based, complemented by digital touchpoints. You will be surrounded by a team that focuses on deepening and growing an existing book of Morgan Stanley relationships. As a Virtual Client Financial Advisor – Alpharetta, GA, your primary focus is to help clients establish a strong foundation that will ultimately position them to reach their financial goals – helping to simplify the goals-based planning process, so clients can focus on what matters most.
This is achieved through accessing the intellectual capital of the Firm, including some of the best investment research in the industry, which will empower you to confidently navigate complex market conditions, implement tailored wealth plans, and recommend suitable investment products to not only achieve the client’s goals, but help you deliver against your new asset objectives.
Your local leadership team will be by your side to support you in your growth and development by providing ongoing coaching to advance your skillset and progress your career.
The Value You’ll Add:
The Experience You’ll Gain:
The Morgan Stanley Client Solutions Training program is a three-phase program, consisting of 2-3 months training and development designed to ensure that Financial Advisors are fully prepared to take their place among our Financial Advisor workforce.
Upon completion of this program the Financial Advisor will be able to:
Required Qualifications:
Why Morgan Stanley:
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries.
As a market leader, the talent and passion of our people is essential to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a best-in-class foundation for building a professional career - a place for people to learn, to achieve, contribute and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Advanced Broker; building relationships; client relationship; client satisfaction; eMoney; Financial Advisor; financial goals; financial planning; financial products; Financial services; Financial Solutions Advisor; FINRA; Alpharetta, GA; helping clients; Inside sales; Investment Consultant; investment goals; investment objectives; investment planning; investment research; investment vehicles; MoneyGuidePro; phone sales; Registered Advisor; Registered Associate; Registered Banker; Retirement specialist; Series 7, 66, 63, 65; SIE; Trade specialist; Wealth Management; wealth planning
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