Morgan Stanley

Virtual Client Financial Advisor (June/July class)

Morgan Stanley
Sandy, UT, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Welcome to Morgan Stanley! We are currently seeking a highly motivated and skilled Virtual Client Financial Advisor to join our team for our June/July class. In this role, you will have the opportunity to work with a diverse group of clients and help them achieve their financial goals through virtual advising. We are looking for individuals who are passionate about finance, possess strong communication skills, and are able to provide exceptional service to our clients. If you are dedicated, driven, and ready to take on a new challenge, we welcome you to apply for this exciting opportunity at Morgan Stanley.

  1. Provide virtual financial advising to a diverse group of clients.
  2. Assist clients in setting and achieving their financial goals.
  3. Develop and maintain strong relationships with clients.
  4. Stay up-to-date on industry trends and changes in the financial market.
  5. Provide exceptional customer service to clients.
  6. Utilize effective communication skills to clearly explain complex financial concepts to clients.
  7. Conduct thorough research and analysis to provide accurate and personalized financial advice to clients.
  8. Collaborate with other team members to ensure a seamless and efficient client experience.
  9. Adhere to all company policies and procedures.
  10. Meet and exceed individual and team performance goals.
  11. Continuously strive to improve and enhance the virtual advising process.
  12. Attend training sessions and workshops to further develop skills and knowledge.
  13. Maintain confidentiality and protect sensitive client information.
  14. Foster a positive and professional image of Morgan Stanley.
  15. Represent Morgan Stanley's values and brand with integrity.
Where is this job?
This job is located at Sandy, UT, USA
Job Qualifications

  • Bachelor's Degree In Finance Or Related Field: A Virtual Client Financial Advisor Must Have A Strong Educational Background In Finance To Be Able To Provide Sound Financial Advice To Clients.

  • Series 7 And 66 Licenses: These Licenses Are Required By The Financial Industry Regulatory Authority (Finra) For Individuals Who Want To Work As Financial Advisors. They Demonstrate A Thorough Understanding Of Investment Products And Regulations.

  • Excellent Communication Skills: As A Virtual Client Financial Advisor, You Will Be Communicating With Clients Remotely, So It Is Essential To Have Excellent Communication Skills To Build Trust And Maintain Strong Relationships With Clients.

  • Strong Analytical And Problem-Solving Skills: A Virtual Client Financial Advisor Must Be Able To Analyze Complex Financial Data, Identify Problems, And Provide Solutions To Help Clients Achieve Their Financial Goals.

  • Previous Experience In Financial Advising: While Not Always Required, Having Previous Experience In Financial Advising, Particularly In A Virtual Setting, Can Be Beneficial In This Role. It Demonstrates A Proven Track Record Of Success And Familiarity With Virtual Tools And Platforms Used In The Industry.

Required Skills

  • Risk Management

  • Financial Planning

  • Market Research

  • Portfolio Management

  • Client Relationship Management

  • wealth management

  • Asset allocation

  • Retirement planning

  • Estate Planning

  • Investment Analysis

  • Financial

  • Tax Strategies

Soft Skills

  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • creativity

  • Teamwork

  • Adaptability

  • Problem-Solving

  • Empathy

  • Decision-making

Compensation

According to JobzMall, the average salary range for a Virtual Client Financial Advisor (June/July class) in Sandy, UT, USA is $60,000-$80,000 per year. However, this can vary depending on the specific company, experience level, and job responsibilities. Some companies may offer higher salaries or additional benefits such as bonuses, commission, and stock options. It is best to research the specific company and their compensation package for this position.

Additional Information
Morgan Stanley is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 23rd, 2025
Apply BeforeJune 22nd, 2025
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About Morgan Stanley

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.

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