Virtual Advisor (MSVA) is Morgan Stanley’s wealth management offering for mass affluent clients with a specific focus in the coveted Next-Gen retail space. Virtual Advisor operates out of US locations and has Financial Advisors and Client Relationship Associates, all of whom work with our clients over the phone and via digital touchpoints. Our Financial Advisors work with clients to develop goal-based solutions to support their overall wealth goals. The Acquisition Advisor is MSVA’s premier destination advice role!
This role is located in our Tampa, FL office location.
Job 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 E*Trade 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
Required Qualifications
- Required Active Licenses:
- 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
About 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 critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Keywords: Series 7, Series 66, sales, team, enterprise, collaborating, Financial, FA, Financial Advisor, sales goals
