Financial Advisor - Acquisition Sales (Vcs) - Sandy, Ut

Virtual Advisor (MSVA) is Morgan Stanley's wealth management offering for mass affluent clients with a specific focus in the coveted Next-Gen retail space. Virtual Advisor operates out of US locations and has Financial Advisors and Client Relationship Associates, all of whom work with our clients over the phone and via digital touchpoints. Our Financial Advisors work with clients to develop goal-based solutions to support their overall wealth goals. The Acquisition Advisor is MSVA's premier destination advice role!

This role is located in our Sandy, UT office location.

Job Responsibilities Be the voice of Morgan Stanley Virtual Advisor prospective clients who have requested information and advice.Full-cycle sales role focused on Morgan Stanley wealth management for mass affluent individuals.Robust lead flow via existing relationships with our E*Trade and stock plan clients.Inbound hand off calls and appointments with pre-qualified clients.Combination of inbound and outbound client engagement.Review prospects' personal financial situations and provide solutions.Educate prospective clients on the competitive landscape and how Morgan Stanley differs in products and services offered.Execute on new account opening and funding.Required QualificationsRequired Active Licenses:Series 7Series 66 (or 63 & 65)Minimum of 3 years' sales experience operating in a team oriented and highly collaborative environment with a proven successful track record achieving sales goals.Proven history of success in developing, retaining and expanding client relationships.Capable of quickly building rapport with clients, analyzing their needs and recommending compelling solutions that are appropriate for the client's need.
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