Financial Advisor Associate - Career Event at Denver

Job Description

Explore Your Career Opportunities

DATE & TIME
Monday, September 9, 2013
5:30 p.m. 7:00 p.m.

LOCATION
Denver, CO

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

Job Requirements

Company Overview

Morgan Stanley Wealth Management is one of the largest wealth management firms in the world, with $1.7 trillion in client assets and nearly 17,000 Financial Advisors (as of June 30, 2012) . Morgan Stanley Wealth Managements Financial Advisors deliver tailored solutions designed to help achieve important financial goals. Mindful of differing investment objectives, risk tolerance and liquidity needs, the firm provides individuals, families, businesses and institutions with a wide variety of services: brokerage and investment advisory services, financial and wealth planning, access to credit and lending, cash management, annuities and insurance, and retirement services.

Country: USA, State: Colorado, City: Denver, Company: Morgan Stanley.