Virtual Client Financial Advisor - Alpharetta, GA

Morgan Stanley



Alpharetta, GA


Position summary

s 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:

  • In a team-based environment, via inbound and outbound communication, retain and build client relationships by providing advice, reviewing portfolio, gauging client circumstances and goals (including suitability and risk tolerance) and closing new asset opportunities

  • Have a deep understanding of current financial markets, the Firm's products, and those of its strategic partners. Leverage these tools to tailor advice and guidance for each client's circumstances, investment objectives and goals

  • Focus on improving client satisfaction by emphasizing world-class individualized client service, 100% accuracy, responsiveness, and follow-through

  • Focus on meeting business objectives, and doing so in a professional manner

  • Acting with the highest ethical standard and integrity to put clients' needs above all other considerations

  • Risk recognition and mitigation, including ensuring a thorough understanding of and adherence to all policies and procedures. Uphold requirements of the Quality Assurance guidelines

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:

  • Understand the purpose and vision of Morgan Stanley Financial Advisor role

  • Provide exceptional client experience and ask effective questions to understand and fulfill the clients need

  • Demonstrate proficiency in the use of Morgan Stanley tools

  • Build a recommendation that aligns to the client's financial goals

  • Deepen the client relationship by conveying the value Morgan Stanley products and services can provide the client

  • Listen for opportunities to educate clients on firm capabilities


Required Qualifications:

  • Bachelor's degree or equivalent

  • 1-3 years of relevant financial services or brokerage sales experience preferred

  • Securities Industry Essential (SIE) OR ability to pass SIE exam 2 weeks prior to start date

  • ‎Must have FINRA licenses Series 7, 66 (combined S63 and 65) OR the ability to obtain licenses within company policy guidelines

  • Excellent communicator with strong client service skills

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