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- ...National Financial Solutions Advisor I (Chandler, AZ) (Series 7 Required) Chandler, Arizona To proceed with... ...specialist workforce and our world-class digital platform. With each relationship... ...90 days) Is comfortable in a sales role, finding ways to nurture strong...SuggestedWork at officeShift workDay shift
$40k
...Licensed Or Trainable P&C Sales Producer – State Farm AgencyReplies within... ...(office days as needed in our Gilbert office). You'll receive warm leads... ...dreams. We are located in Gilbert, AZ and help customers with their insurance and financial services needs, including:Auto...SuggestedFor contractorsWork at officeRemote workWork from homeRelocation packageFlexible hours- Are you interested in financial services? Have you always wanted to learn the inner workings... ...from. Show us your determination to drive sales by engaging customers and identifying new... ...are committed to maintaining the first-class service and high standard of excellence that...SuggestedFull timeWork experience placementInternshipWork at officeFlexible hours3 days per week
- Become a Mobile Notary Signing Agent in Gilbert, Arizona with Certified Mobile Notary Service. Whether you are a brand new notary or an experienced signing agent, we can help you get certified, get noticed, and get more loan signing appointments. This is a U.S. only opportunity...SuggestedContract workRemote workHome officeFlexible hours
- ...At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable... ...time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers...SuggestedFull timeTraineeshipLocal areaMonday to Friday
$100k
...innovative, personalized financial solutions. By... ...for performance-driven sales professionals who are motivated... ...options in the Phoenix, AZ metro market. We offer... ...articulate how our best-in-class loan product provides... ...be directed to Talent Acquisition only. We reserve the...Hourly payFull timeContract workWork at officeRemote workWork from homeShift work- ...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...Full timeWork at officeRemote workVisa sponsorship
- ...Mesa, AZ Full time R73468 Make banking a Fifth Third... ...rotations in operations and Sales & Service. There will be a certification... .... The Personal Banker I is a Financial Center position focused on... ...consulting with your talent acquisition partner. LOCATION -- Mesa,...Full timeWork experience placementWork at office
- The PNC Financial Services Group, Inc. in Gilbert, AZ is seeking a Full Time Personal Banker to grow the branch customer base through proactive sales and exceptional service. You will engage with customers, understand their financial needs, and present PNC solutions to...Full time
$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...Full timeTemporary workLocal area$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$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- ...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
- Western & Southern Life is seeking a Financial Representative in Gilbert, AZ to educate middle-income clients on risk protection, financial security, and... ...to identify prospects, secure appointments, and conduct sales and service activities. Strong integrity, communication,...
- ...Commercial Banking Development Program - Credit Analyst - Phoenix, AZ - Commercial Banking Location: AZ - Chandler 3033 What You'll Do... ...you'll be primarily responsible to spread, manage and maintain financial background information on present and prospective customers, and...
- ...hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You... ...Required qualifications, capabilities, and skills ~1+ year of sales experience in Retail Banking, Financial Services, or other related...Afternoon shift
- Financial Representative - Chandler, AZ page is loaded## Financial Representative - Chandler, AZlocations: Chandler, AZtime type: Full timeposted on: Posted Todayjob requisition id: 2134851#### Job Description:**Note: Fidelity will not provide immigration sponsorship for...Full time
- Lindsay Quigley Sapanaro State Farm Insurance Team in Tempe, AZ invites an Acquisitions Specialist to join our sales-driven team. You will engage with customers to grow referrals and sell life, health, auto, home, and business insurance products while delivering exceptional...Remote jobFlexible hours
$80k - $120k
...thriving by providing innovative, personalized financial solutions. By leveraging proprietary... .... Job Description As a Loan Sales Consultant on our Achieve Acceleration Loan... ...inquiries should be directed to Talent Acquisition only. We reserve the right to hire any...Base plus commissionHourly payContract workWork at officeRemote workMonday to FridayShift work$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- The Courtny Tyler - State Farm Agent team in Chandler, AZ is looking for a Sales Associate to help grow the agency’s insurance and financial services business. You will engage customers with value-based conversations and deliver outstanding service to build trust and long...
$50 - $60 per hour
...Construction Finance Analyst - 652526 Location: Chandler, AZ Pay Range: $50–$60/hour Work Hours: Hybrid – 3 days per... ...ranges. Conduct risk and opportunity analysis. Prepare ad hoc financial and project reporting and analysis. Ensure compliance with...Contract workFor contractorsWork at officeLocal areaImmediate start3 days per week- ...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
$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege... ...around your life and your classes. With the option to participate... ...Financial Representative or Advisor role upon graduation.QualificationsAre... ...will be withdrawn.As of June 30, 2023Combined client...Full timeContract workFor contractorsInternshipLocal areaFlexible 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- ...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... ...Report . 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- ...off Training & development You May Be a Great Fit as an Acquisitions Specialist at Jason Earl's State Farm if: You’re the person... ...customers. Location Address: 5960 S Cooper Road, Suite 6 Chandler AZ 85249 At Jason Earl's State Farm, we’re here to help people...Work at office
- MidFirst Bank in Arizona is seeking a Personal Banker Associate who blends teller duties with personal banking responsibilities to grow relationships. You will process transactions, promote products, and help customers choose solutions that fit their needs. Responsibilities...Bank staff
- ...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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