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;... ...partnership (structure is flexible: sale, earn-out, gradual transition, or reduced...SuggestedFull timeLocal areaFlexible hours
- ...Financial Solutions AdvisorAt Bank of America, we're creating real,... ...specialist workforce and our world-class digital platform. With each... ...of Financial Solutions Advisors—those with a passion for growing... ...90 days)Is comfortable in a sales role, finding ways to nurture...SuggestedShift workDay shift
$49.4k - $60.38k
...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...SuggestedFull timeTemporary workLocal area- ...delivering talented and dedicated advisors, a full range of investment... ...achieve their most important financial goals. That's why we're going... ...date of December 2026 through June 2027 Desire to obtain and pass... ...Available Locations: Tempe, AZ To be eligible for this program...SuggestedFull timeWork at officeRemote workVisa sponsorship
- ...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
$15.15 per hour
...challenging yet fulfilling career in sales with a renowned industry... ...opportunities effectively. Financial Acumen: Understanding of basic... ...able to commute to Chandler, AZ full-time. Licensing Requirements... ....com). Best in class leadership team to support you...Hourly payMinimum wageFull timeLocal area$40k
...Licensed Or Trainable P&C Sales Producer State Farm Agency Replies within... ...(office days as needed in our Gilbert office). You'll receive warm... ...dreams. We are located in Gilbert, AZ and help customers with their insurance and financial services needs, including: Auto...For contractorsWork at officeRemote workWork from homeRelocation packageFlexible hours- ...Financial Services Representative Are you interested in financial services? Have you always wanted to learn the inner workings of the... ...they would benefit from. Show us your determination to drive sales by engaging customers and identifying new opportunities....Full timeWork experience placementInternshipWork at officeWork visaFlexible hours3 days per week
$29 - $31 per hour
...and becoming a trusted financial resource? Our client is... ...and ensure a best-in-class customer experience. Monitor... .... Strong consultative sales and business... ...while acting as a trusted advisor who helps clients streamline... ...Location: Chandler, AZ (onsite) Salary: $29-$...Hourly payContract work$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 work- ...Description JOB DESCRIPTION Job Title: Financial Analyst FP&A FLSA Status:... ...-Full Time Location: Mesa, AZ (In-Office) EEO Class: Administration Department:... .... Provide financial modeling for acquisitions, affiliations, and expansion. Translate...Full timeWork at officeShift work
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ...maintaining one of the best-trained sales forces in the country. We are committed... ...experts, learn the art of client acquisition to drive longevity in the career, and have...Full timeContract workFor contractorsWork at office$70k - $75k
...providing innovative, personalized financial solutions. By leveraging... ...Description Grow your sales career while calling warm... ...hybrid options in the Phoenix, AZ metro market. Candidates for... ...should be directed to Talent Acquisition only. We reserve the right to...Hourly payFull timeContract workLive inWork at officeRemote workWork from homeMonday to FridayShift work- ...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
- 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
$1,000 per month
...Overview College Financial Representatives in the internship program... ...around your life and your classes. With the option to participate... ...Financial Representative or Advisor role upon graduation. #LI-Onsite... ...ambitions and curiosity for sales Highly involved on campus...Full timeInternshipLocal areaFlexible hours- ...Consumer Direct Loan Officer CMG Financial is hiring Consumer Direct Loan Officers for our Tempe, AZ Branch. The individual will be... ...departments to provide best-in-class service to all of CMG's... ...Experience: Exceptional phone sales and presentation abilities....Minimum wageWork at officeRemote work
- Zekelman Industries' Z Modular division seeks a Financial Analyst on-site in Chandler, AZ. You will partner with leaders to develop forecasts, budgets, and analyses supporting a growing multi-family housing portfolio. You will build models, forecast business outcomes, and...
- 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
- Edward Jones is hiring an Associate Financial Advisor in Gilbert, AZ. You’ll partner with a financial advisor to deliver personalized strategies, build client relationships, and support growth of the practice. You’ll source new clients, maintain relationships, and help...Full time
$70k - $95k
...looking for qualified candidates for the Financial Analyst position in Chandler.... ...Full-time, Exempt Location: Chandler, AZ (Monday-Friday, 8am-5pm, On-site) Reports... ...recruitment vendors come through our Talent Acquisition Team directly. We have an established and...Full timeWork at officeMonday to Friday- About this role:Wells Fargo is seeking a Financial Relationship Advisor in Wealth and Investment Management as... ...managing client relationshipsSales or sales support experienceClient service focus... ...Location: 2700 S Price Rd, Chandler, AZ 85286Posting End Date: 31 Aug 2026*Job...Ongoing contractFull timeWork experience placementWork at officeImmediate start
- ...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
- ...Organization : Name PHOENIX AZ Default: Location : City GILBERT Overview The purpose of the Financial Representative is to meet the needs of middle-income... ...prospective and existing clients for the purpose of sales, conservation, and service. Adequately...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$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune... ...9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to... ...Citizenship Report ( . ¹Fortune 500, published June 2024, data as of December 2023....Work at officeWork from homeHome officeFlexible hours$1,000 per month
...Northwestern Mutual College Financial Representative... ...around your life and your classes. With the option to participate... ...Representative or Advisor role upon graduation.... ...ambitions and curiosity for sales Highly involved on... ...be withdrawn. As of June 30, 2023 Combined...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...Northwestern Mutual is offering an internship for College Financial Representatives in Gilbert, Arizona, where students learn to build a financial... ...a flexible schedule, allowing students to balance their classes while gaining experience in networking and financial strategy...InternshipFlexible hours
- ...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... ...background in financial services, sales, or a field that has developed...Full timeTemporary workFlexible hours
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