Morgan Stanley - Sandy, UT
posted 9 days ago
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 Acquisition Advisor role at Morgan Stanley Virtual Advisor (MSVA) is a premier destination advice position focused on providing wealth management solutions to mass affluent clients, particularly in the Next-Gen retail space. Located in Sandy, UT, this role involves engaging with prospective clients through phone and digital channels, educating them about Morgan Stanley's offerings, and developing goal-based financial solutions to meet their wealth management needs.
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.
- Manage robust lead flow through 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 tailored solutions.
- Educate prospective clients on the competitive landscape and differentiate Morgan Stanley's products and services.
- Execute new account openings and funding.
Requirements
- Active Licenses: Series 7 and Series 66 (or 63 & 65).
- Minimum of 3 years' sales experience in a team-oriented and collaborative 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 to recommend appropriate solutions.
