Financial Advisor – Acquisition Sales – Vcs
| Company | Morgan Stanley |
|---|---|
| Location | Gilbert, AZ, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Mid Level |
Requirements
- Series 7
- Series 66 (or 63 & 65)
- Minimum of 3 years’ sales experience operating in a team oriented and highly collaborative environment with a proven successful track record achieving sales goals
- Proven history of success in developing, retaining and expanding client relationships
- Capable of quickly building rapport with clients, analyzing their needs and recommending compelling solutions that are appropriate for the client’s need
Responsibilities
- Be the voice of Morgan Stanley Virtual Advisor prospective clients who have requested information and advice
- Full-cycle sales role focused on Morgan Stanley wealth management for mass affluent individuals
- Robust lead flow via existing relationships with our ETrade and stock plan clients
- Inbound hand off calls and appointments with pre-qualified clients
- Combination of inbound and outbound client engagement
- Review prospects’ personal financial situations and provide solutions
- Educate prospective clients on the competitive landscape and how Morgan Stanley differs in products and services offered
- Execute on new account opening and funding
Preferred Qualifications
-
No preferred qualifications provided.