Virtual Client Financial Advisor

At Morgan Stanley, we are looking for a Virtual Client Financial Advisor who is passionate about financial planning and advising. Our ideal candidate should be highly knowledgeable in financial planning strategies, risk management, investments, and estate planning, as well as experienced in providing personalized financial advice to clients. The Virtual Client Financial Advisor should be an exceptional communicator, with excellent interpersonal and client service skills. The successful candidate will possess a financial services industry background, a commitment to ethical standards, and a drive to provide clients with the best advice and service possible. If you think you have the qualifications and the drive to join our team, we would love to hear from you.

Responsibilities:

1. Provide personalized financial advice to clients based on their individual needs.
2. Demonstrate an in-depth knowledge of financial planning strategies, risk management, investments, and estate planning.
3. Develop and communicate comprehensive financial plans for clients.
4. Ensure compliance with applicable regulations and ethical standards.
5. Maintain accurate records of client interactions and transactions.
6. Develop relationships with clients to ensure satisfaction and retention.
7. Monitor market trends and changes in regulations to ensure advice is up-to-date.
8. Respond to client inquiries and address their concerns in a timely manner.
9. Assist clients with financial transactions and account management.
10. Utilize digital tools to streamline client services.

According to JobzMall, the average salary range for a Virtual Client Financial Advisor in New York, NY, USA is between $50,000 and $90,000 per year. This range may vary depending on factors such as experience, certifications, and qualifications.

Morgan Stanley provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following business segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors.