Financial Advisor - Acquisition Sales (VCS) - Sandy, UT

Morgan Stanley - Sandy, UT

Full-time - Mid Level

Sandy, UT

1,001-5,000 employees

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Financial Advisor - Acquisition Sales role at Morgan Stanley is a key position within the Virtual Advisor (MSVA) team, focusing on providing wealth management solutions to mass affluent clients. This role involves engaging with prospective clients, understanding their financial needs, and offering tailored advice to help them achieve their wealth goals. The position is centered around a full-cycle sales approach, leveraging existing relationships and a robust lead flow to drive client engagement and account openings.

Responsibilities

• Be the voice of Morgan Stanley Virtual Advisor for prospective clients seeking information and advice.
• Engage in a full-cycle sales role focused on wealth management for mass affluent individuals.
• Utilize robust lead flow from existing relationships with E*Trade and stock plan clients.
• Handle inbound calls and appointments with pre-qualified clients.
• Conduct a combination of inbound and outbound client engagement.
• Review prospects' personal financial situations and provide appropriate solutions.
• Educate prospective clients on the competitive landscape and differentiate Morgan Stanley's offerings.
• Execute new account openings and funding.

Requirements

• Active Series 7 license required.
• Active Series 66 license (or Series 63 & 65) required.
• Minimum of 3 years' sales experience in a collaborative team environment.
• Proven track record of achieving sales goals.
• History of success in developing, retaining, and expanding client relationships.
• Ability to quickly build rapport with clients and analyze their needs.