Virtual Client Financial Advisor

At Morgan Stanley, we provide our clients with the best financial advice and strategies to help them reach their financial goals. We are looking for a Virtual Client Financial Advisor to join our team. This role requires an individual with a passion for providing excellent client service and a commitment to excellence. The ideal candidate for this position will possess a college degree in Finance or a related field, hold a valid life and health insurance license, have at least 5 years of experience as a financial advisor, and possess a deep knowledge of the financial services industry. In addition, the successful candidate will have strong communication and interpersonal skills, proficiency in Microsoft Office Suite, and the ability to work independently. The Virtual Client Financial Advisor at Morgan Stanley will play a key role in providing clients with personalized financial advice to help them grow their portfolios and achieve their financial goals. In this role, you will be responsible for building and maintaining relationships with clients, conducting financial reviews, developing customized financial strategies, and providing ongoing advice. Successful candidates will be able to work independently and have a strong customer service orientation.

Responsibilites:

1. Build and maintain relationships with clients through excellent customer service and communication.
2. Conduct financial reviews and develop customized financial strategies for clients.
3. Provide ongoing advice to clients to help them grow their portfolios and achieve their financial goals.
4. Stay up-to-date on the financial services industry and current market trends.
5. Maintain proficiency in Microsoft Office Suite.
6. Demonstrate strong interpersonal skills.
7. Work independently to meet and exceed client expectations.

According to JobzMall, the average salary range for a Virtual Client Financial Advisor in Alpharetta, GA, USA is $62,000 to $84,000 per year. This range varies depending on experience 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.