Financial Advisor - Acquisition Sales (VCS) - June/July class - Gilbert, AZ
Morgan Stanley
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! 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 ETrade 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 Qualifications Required Active Licenses: Series 7 Series 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 About Morgan Stanley: Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. We're committed to bringing passion and customer focus to the business. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. 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, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, 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). #J-18808-Ljbffr Morgan Stanley- ...Valley Market - Mesa/Gilbert/Tempe/Chandler, AZ JPMorganChase is... ...Specialists (Private Client Advisors, Mortgage Bankers,... ...with specialized financial needs. Make clients... ...success in new client acquisition, cultivating, and... ...Function Finance and Sales #J-18808-Ljbffr JPMorganChaseSuggestedFull timeAfternoon shift
- ...Alternate titles: Financial Advisor Retirement Transition Sell Your Book of Business Financial... ...Advisor Succession Partnership Advisor Book Acquisition Location: United States (nationwide; in... ...partnership (structure is flexible: sale, earn-out, gradual transition, or reduced...SuggestedFull timeLocal areaFlexible hours
$40k
...Licensed Or Trainable P&C Sales Producer – State Farm Agency Replies... ...available (office days as needed in our Gilbert office). You'll receive warm... .... We are located in Gilbert, AZ and help customers with their insurance and financial services needs, including:...SuggestedFor contractorsWork at officeRemote workWork from homeRelocation packageFlexible hours- ...committed to delivering talented advisors, a full range of investment... ...achieve their most important financial goals. Summer Analyst - Financial... ...date of December 2027 through June 2028. Experience in finance... ..., OH Plano, TX Tempe, AZ Eligibility To be eligible for...SuggestedFull timeSummer workInternshipVisa sponsorship
- ...growing specialist workforce and our world-class digital platform. With each... ...are looking for the next generation of Financial Solutions Advisors—those with a passion for growing a long... ...within 90 days) Is comfortable in a sales role, finding ways to nurture strong client...SuggestedShift workDay shift
- Job Summary As a National Financial Solutions Advisor (NFSA I) at Bank of America, you will be trained to... ...Merrill solutions. Achieve and exceed sales and performance goals in a fast‑paced,... ...: 40. Benefits & Opportunities World‑class training and one‑on‑one coaching to accelerate...Shift workDay shift
- ...a Full Time Universal Personal Banker in Gilbert, AZ at the Chandler Heights Branch to deliver exceptional customer service and sales through a proactive approach. You’ll build... ...with local partners to enhance financial wellbeing and loyalty among customers. #J...Full timeWork at officeLocal area
$65.5k - $98.3k
...an Industrial Security Analyst - Level 2 or Level 3 located in Gilbert, AZ, you’ll be a linchpin in missions of paramount importance, defining... ..., age, veteran status, disability, or any other protected class. For our complete EEO and pay transparency statement, please visit...Full timeContract workFor contractorsWork at officeRemote workRelocationShift work- Are you interested in financial services? Have you always wanted to learn the inner workings of the stock market? Do you get excited about... ...they would benefit from. Show us your determination to drive sales by engaging customers and identifying new opportunities....Full timeWork experience placementInternshipWork at officeFlexible hours3 days per week
$27 - $33 per hour
...the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and... ...service and interpersonal skills Experience in participating in sales campaigns/promotions Experience with using and demonstrating...Temporary workLocal area$27 - $33 per hour
...the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and... ...service and interpersonal skills Experience in participating in sales campaigns/promotions Experience with using and demonstrating...Temporary workLocal area- ...contribute to the company's success. As a Financial Advisor within PNC Wealth Management, you will be based in Gilbert, AZ. Financial Advisors are based within a... ...the client experience, efficiently handling sales and service, identifying sales and/or...Full timeTemporary workPart timeWork experience placementWork at office
$50k
...unique branch-team business model. One financial advisor and one branch office administrator entirely... ...to help you run your branch. World-class products, services and support. And the... ...Citizenship Report ( . ¹Fortune 500, published June 2024, data as of December 2023....Work at officeWork from homeHome officeFlexible hours- Jobtailor in Gilbert, AZ is seeking a Title IV Financial Advisor to support student funding and financial services through the enrollment to graduation cycle. You will advise students, collect documents, review files, and assist with ISIR processing while ensuring compliance...Remote job
$1,000 per month
Overview College Financial Representatives in the internship program... ...work around your life and your classes. With the option to... ...Financial Representative or Advisor role upon graduation. Qualifications... ...ambitions and curiosity for sales Highly involved on campus (leader...Full timeInternshipLocal areaFlexible hours- WealthBridge Financial Group is seeking financial advisors planning retirement to explore a book acquisition or continuation partnership that preserves client relationships and orderly transition timing. We offer confidential valuations, flexible deal structures, and a...Flexible hours
- Title: L4 IFA Tech AZ Duration: 3 months (Temp to Perm) Location: Chandler, AZ 85248 Job Qualifications Associate or Bachelor's degree or foreign equivalent required from an accredited institution. Will also consider over three years of progressive experience in the specialty...Permanent employmentTemporary workFor contractorsRemote work
- WealthBridge Financial Group is seeking financial advisors for a book acquisition or continuation partnership. Ideal candidates are advisors planning to retire or reduce their practice within the next 12-60 months and seeking a reliable continuity pathway for their clients...Flexible hours
$90k - $100k
Job Description As a Sr. Financial Data Analyst , you will leverage advanced analytics, automation... ...in the San Mateo, CA and Phoenix, AZ metro market. In other locations... ...inquiries should be directed to Talent Acquisition only. We reserve the right to hire any candidates...Contract workRemote workWork from home- ## Financial Consultant - Chandler, AZApplylocations: Chandler, AZ: Phoenix, AZtime type: Full timeposted on: Posted Todayjob requisition id: 2132344## ## Job Description:## Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather...Full time
- PNC Financial Services Group, Inc. in Chandler, AZ is seeking a Universal Personal Banker to grow the branch’s customer base with proactive sales and high-quality service. You will deliver consultative conversations, identify appropriate PNC solutions, and collaborate with...
- ...important part of the Toyota family is Toyota Financial Services (TFS), the finance and... ...possible. At TFS, you will help create best‑in‑class customer experience in an innovative,... ...by law. Please send an email to talent.acquisition@toyota.com if you need assistance with...Work experience placementH1bWork at officeFlexible hours
- Overview CMG Financial is hiring Consumer Direct Loan Officers for our Tempe, AZ Branch. The individual will be responsible for using... ...departments to provide best-in-class service to all of CMG’s... ...and Experience Exceptional phone sales and presentation abilities. Proven...Work at office
$90.23k
...individuals who challenge the norm, deliver world-class solutions and bring diverse perspectives... ...CDM Smith is seeking a Senior Financial Analyst to join our Corporate FP&A Team!... ...Placement Agreement from the CDM Smith Talent Acquisition Manager to receive payment for your...Work experience placementH1b- Relationship Banker (Chandler, AZ) Agility 360 is seeking a Relationship Banker - Contractor to support our client's portfolio of property... ...and maintain strong relationships with clients and internal sales teams to support deposit growth and client retention. Maintain knowledge...Contract workFor contractorsWork at office
- ...Summary: The Financial Analyst plays a key role in supporting enterprisewide financial... ...processes, get results and represent a best-in-class organization. People are at the heart of... ...and South Korea, with joint ventures and sales offices worldwide. For more information,...Worldwide
- ...Posted: 2026-08-10Location: AZ - Scottsdale (85253); AZ - Gilbert (85233); AZ - Tucson (8570... ...’s success. As a Wealth Advisor in PNC Wealth Management,... ...well as the development of financial plans for clients. Grows and... ..., efficiently handling sales and service, identifying sales...Full timeTemporary workPart timeWork experience placementWork at office
- ...role is responsible for providing strategic financial insights, conducting in-depth financial... ..., get results and represent a best-in-class organization. People are at the heart of... ...and South Korea, with joint ventures and sales offices worldwide. For more information,...Worldwide
- ...Financial RepresentativeThe purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on... ...appointments with prospective and existing clients for the purpose of sales, conservation, and service.Adequately prepares for and conducts...Work at officeLocal area
$45k - $100k
...volume of applicants. Join a financial services firm where your... ...clients and 20,000 financial advisors across the U.S. and Canada, we... ...( . ¹Fortune 500, published June 2024, data as of December 2023... ...Financial services and/or sales experience Financial services...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours
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