AllentownRecruiter
the smart solution for Allentown jobs

Financial Advisor Associate

Company: Morgan Stanley
Location: Allentown
Posted on: January 13, 2019

Job Description:

Financial Advisor Associate
The Morgan Stanley Financial Advisor Associate (FAA) Program prepares ambitious self-starters to become Financial Advisors through intensive training and development. Our extensive curriculum provides you, state ?of- the -art wealth management tools, techniques and resources needed to create strategies and build a client base of high-net worth individuals. When you launch your career as a Financial Advisor, you are prepared to apply your product knowledge and wealth management talents to deliver clients with individualized and comprehensive financial guidance. Becoming a Financial Advisor at Morgan Stanley will allow you to: Help Clients Achieve Their Goals - You can help clients achieve their financial goals and help them make a difference in their lives. Make a Difference While Accomplishing Work-Life Balance - As a Financial Advisor you may have the opportunity to control your work schedule and the flexibility to achieve work-life balance as you manage your own business. Play Your Part ? Listen to your clients and work with them to develop portfolios reflective of what?s most important to them. Build a Personally and Financially Rewarding Career ? You have the potential to grow your business, assist your clients with their financial and investment needs and meet your personal financial goals. To succeed, you?ll need the right combination of personal attributes:


  • Drive: As a Financial Advisor, you are entirely responsible for generating your own income. To succeed, you?ll need to be organized, focused and highly disciplined.
  • Ambition: You?ll work hard, struggle through slow periods and face tough challenges while building your business. You?re the kind of person who doesn?t give up ? and knows you?ll get to where you want to be.
  • Accountability: There are no shortcuts to succeeding in this business, and you?ll need to be demanding of yourself. You?ll treat your clients properly, with consistency and care. You?ll be diligent in your work and in disclosing details your clients need to know.
  • Confidence: Assurance in yourself and your work conveys to your clients a feeling of confidence in their choices and financial future. Top Financial Advisors are comfortable talking with people. They can engage easily in conversation and confidently handle the challenges of running their own business.

    A Training Process Geared Towards Your Success Our rigorous training and development program fully prepares our FAAs to enter our elite Financial Advisor workforce. The FAA Program is highly selective, and we accept only the top candidates. The program is broken out into three phases: Phase 1 FAAs are required to pass the pass the Securities Industry Essential ( SIE) Exam and obtain the Series 7 and 66 licensing exams, begin consultation meetings with their designated coaches appointed to them at the commencement of the program, complete assigned curriculum, and attend National Performance Training Sessions. Phase 2 FAAs learn about wealth management topics and client conversations, participate in weekly coaching meetings, prospect for clients and open new account relationships. Phase 3 In this final stage FAAs learn to manage and expand client relationships, gather referrals, target specific niche markets, complete the Financial Planning Specialist (FPS) program, and meet frequently with their Manager. Job Responsibilities

    • Complete proprietary training in finance, wealth planning, investment strategies and product knowledge.
    • Effectively source business prospects and employ client acquisition techniques.
    • Consult with clients on wealth management strategies based on their financial and investment goals.
    • Balance referral activities, customer follow-ups and administrative tasks.
    • Comply with all regulatory requirements, including licensing and registrations.
    • Meet pre-determined production goals as outlined in training program.
      Financial Advisor Associate
      Job Requirements The best Financial Advisors are high achievers, astute listeners and skilled problem solvers who can offer specialized advice to help clients meet their wealth management needs.

      • Holds bachelor?s degree or equivalent to five years professional experience in business development, management, sales, legal, accounting, education, military, finance or other business-related field.
      • Exemplary communication, presentation, time-management and organizational skills.
      • Talented at networking with businesses and personal communities.
      • Ability to listen to client needs and provide financial solutions.
      • Authorization to work in the U.S. without restriction.
      • Successful completion of background check and pre-employment assessments.

        Hiring Process Our hiring procedure is a multistep process that can take four to six weeks to complete. Successful candidates can expect to complete online assessments, two or three rounds of interviews, and business planning exercises. All offers of employment are contingent on a background check. How To Apply Visit http://www.morganstanley.com/people/financial-advisors/financial-advisor-associate About Us Morgan Stanley Wealth Management, an industry leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services. It is the policy of the firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, gender identity or expression, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy (including unlawful discrimination on the basis of a legally protected pregnancy/maternity leave), protected veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC. Member SIPC. CRC 2224237 8/18

        Keywords: Morgan Stanley, Allentown , Financial Advisor Associate, Accounting, Auditing , Allentown, Pennsylvania

        Click here to apply!

        Didn't find what you're looking for? Search again!

        I'm looking for
        in category
        within


Other Accounting, Auditing Jobs


Lease Accountant
Description: DescriptionA retail company in Rutherford, NJ is currently seeking a Lease Accountant to handle a mission-critical project related to compliance with the latest FASB ASC 842 leasing standards. The Lease (more...)
Company: Robert Half
Location: Rutherford
Posted on: 01/22/2019

Financial Auditor, ENO # 115607
Description: We Offer At Credit Suisse, we're proud that Internal Audit is seen a key strategic partner to the business. Our risk-based methodology is reflected in truly dynamic audit plans that ensure that the function (more...)
Company: Credit Suisse -
Location: New York
Posted on: 01/22/2019

Senior Wealth Manager - New York City
Description: The Company: BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services (more...)
Company: The Bank of New York Mellon
Location: New York
Posted on: 01/22/2019


Technical Business Analyst - Equity Linked Technology -Derivatives
Description: A F/T position at a major U.S. financial institution. Pay Options: F/T Employee . Contact George Konetsky . call / ext.180 or email with the Job Code GK33187 or Click the Apply Now button . Location: (more...)
Company: SANS
Location: New York
Posted on: 01/22/2019

Tax Expert - CPA, Enrolled Agent or Practicing Attorney - Seasonal Remote
Description: Overview br br Join Our Virtual Tax Network br br At Intuit, our mission is to power prosperity around the world. Tax experts support that mission to our TurboTax customers by: providing valuable (more...)
Company: Intuit
Location: New York
Posted on: 01/22/2019

Senior Colleague ERP Programmer Analyst
Description: br br br br Senior Colleague ERP Programmer Analyst br br br br br br br br br Location:Cranford, NJ, USReq ID: br br 564 br br br br br br br br br Level (more...)
Company: Ellucian
Location: Cranford
Posted on: 01/22/2019

FP&A Analyst
Description: Due to our continued growth, Advansix has an exciting opportunity to join our FP A Team. As a part of the Finance team you will be focused on providing our business partners with exceptional support, (more...)
Company: AdvanSix Inc
Location: Parsippany
Posted on: 01/22/2019

2019 Summer Internship Program - Quantitative Trading
Description: Your role: Quantitative trading involves programming, researching, and modelling to make the best trading decisions. On quantitative trading desks, trading relies heavily on automated algorithms. (more...)
Company: UBS Financial Services
Location: New York
Posted on: 01/22/2019

Lyft - Get Paid Same Day - Earn $900 your first month, guaranteed!
Description: People skills and existing job experience as Accountant, Payroll Specialist, and Accounts Receivable Clerk will make you a great candidate for this independent contractor opportunity.Existing on-the-job (more...)
Company: Lyft
Location: Wallington
Posted on: 01/22/2019

Accounts Payable Clerk - Sheraton New York Times Square Hotel (170019JY)
Description: Heres To Your Journey with Sheraton Sheraton is one of Marriott Internationals 30 renowned hotel brands. As the worlds leading hospitality company, we offer unmatched opportunities for associates to grow (more...)
Company: Marriott
Location: Staten Island
Posted on: 01/22/2019

Log In or Create An Account

Get the latest Pennsylvania jobs by following @recnetPA on Twitter!

Allentown RSS job feeds