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Career Job in Portland, Oregon : OR

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Financial Advisor Associate - Career Event

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Morgan Stanley
Banking, Finance, Sales
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Financial Advisor Associate - Career Event Job Description

Portland Career Night 
Portland, OR
Wednesday, September 13th, 2017
5:30 p.m.

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.

Job Responsibilities

  • 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

Financial Advisor Associate - Career Event Job Requirements

Great entrepreneurs are passionate about smart management - especially in the financial industry. As a Financial Advisor, you will manage the complex issues that come with wealth while helping families achieve their goals and financial aspirations. A career in finance sales is rewarding, honorable and can be lucrative, as Morgan Stanley Wealth Management clients have entrusted our Financial Advisors with their hard earned assets. You will receive competitive compensation as well as increased earning potential for your services. For those looking for a superior foundation to build on, consider Morgan Stanley Wealth Management and utilize your business development and management skills in the Finance/Financial Brokerage Services arena. Leverage a strong brand while you operate as your book of business! 
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