Career Job in Portland, Oregon : OR
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Financial Advisor Associate - Career Event
Financial Advisor Associate - Career Event Job DescriptionPortland Career Night
Wednesday, September 13th, 2017
Morgan Stanley Financial Advisors are high achievers, astute listeners and skilled problem solvers who can offer advice and an array of financial solutions to help people meet complex wealth management needs. We take new hires through an intensive 36-month training program specifically designed to help you join this elite group.
- Complete proprietary training of Finance, Wealth Planning/Investment Strategies and Products
- Successfully complete the required Series 7 & 66 licensures
- Effectively source business prospects and employ client acquisition techniques
- Consult clients on investment strategies based on their financial and investment objectives
- Balance management of referral activities, customer follow-ups and administrative tasks
- Complete continuing finance education, licensing requirements and sales training
Portland Career Job