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- IT Financial Management Analyst Company: Loenbro, LLC Business Unit/Department: Information Technology Location: Gilbert, AZ; Dallas, TX Reports to: Senior Director - IT Operations Employment... ...financial due diligence for acquisitions by identifying contract redundancies...SuggestedFull timeContract workWork at officeLocal areaRemote workRelocationVisa sponsorship
$45k - $100k
...professional crossroads, a career as a financial advisor may be the right change for you. Financial... ...Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation... ...services industry Financial services and/or sales experience Financial services...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$30 - $32 per hour
...Closing Specialist Location: Chandler, AZ (Hybrid) Employment Type: 6 Months... ...04-523-8228 Everforth Apex is a world-class IT services company that serves thousands... ...insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee...SuggestedHourly payContract work- ...Alternate titles: Financial Advisor Retirement Transition · Sell Your Book of Business · Financial... ...Succession Partnership · Advisor Book Acquisition Location: United States (... ...continuation partnership (structure is flexible: sale, earn-out, gradual transition, or...SuggestedFull timeLocal areaFlexible hours
- ...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
- ...clients and lead them on a path of financial security. Have you always... ...into financial service sales. In the FC Acceleration Program, you will receive best-in-class training and skill development... ...clients and help expand the acquisition of new customers. The Experience...Full timeWork at office
$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:...For contractorsWork at officeRemote workWork from homeRelocation packageFlexible hours- ...Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you'll... ...licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams....Work at officeRemote workWork from home1 day per week
- ...Financial Services Representative Are you interested in financial services? Have you always... .... 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...Full timeWork experience placementInternshipWork at officeFlexible hours3 days per week
- ...Relationship Bankers Desert Financial is considered a leader in the... ...Ahwatukee - 4940 E. Ray Rd. Phoenix, AZ 85044 Chandler - 1949 W. Ray... ...Rd. Chandler, AZ 85286 Gilbert - 1901 S Gilbert Rd Ocotillo Safeway... ...where you met or exceeded sales goals ~ Exemplary organizational...Hourly payLocal areaMonday to Friday
$30 - $32 per hour
...Commercial Loan Closing Specialist 2 Client: Financial Services Team: TBA Location: Chandler, AZ Hybrid (3 days onsite / 2 remote) Contract Length: 6mo Pay Rate: $30 - $32 Top Requirements: #2+ years of Commercial Loan Closing experience # Proficiency...Contract workRemote work$41 - $43 per hour
...Location: Charlotte, NC or Chandler, AZ (Hybrid - 3x/week Onsite) Contract Length... ...8228. Everforth Apex is a world-class IT services company that serves thousands... ...insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee...Hourly payContract work$69 - $74 per hour
...Job#: 3035087 Job Description: Client: Financial Services Team: TBA Job Title: Information Security Analyst 4 Location: Chandler, AZ (preferred) / Charlotte, NC (Brevard) – Hybrid... ...(***) ***-****. Everforth Apex is a world-class IT services company that serves thousands...Contract work- 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
$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$10k - $49.99k
...Alternate titles: Senior Financial Advisor Arizona · Wealth Advisor Phoenix Tucson · Financial Planner AZ Location: Phoenix, AZ · Tucson, AZ · Scottsdale, AZ · Mesa, AZ · Chandler, AZ · Gilbert, AZ · Flagstaff, AZ · Lake Havasu City, AZ · Prescott, AZ · Yuma...Full timeContract workFor contractorsSelf employmentWork at officeLocal areaFlexible 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- A leading financial institution in Gilbert, AZ, seeks a Financial Advisor responsible for providing comprehensive financial advice and solutions to clients. The role... ...communication skills and the ability to achieve sales goals in a fast-paced environment. This position involves...
$19.71 per hour
...Banker Location : Location US-AZ-Gilbert Location/Org Data : Name Gilbert... ...Want to help strengthen your community's financial health? Looking for an employer that... ...other Federal or State legally-protected classes. WaFd Bank is committed to providing reasonable...Full timeWork at office$53 - $57 per hour
...Information Security Analyst 3 Client: Financial Services Location: Charlotte, NC (Brevard preferred) / Irving (Las Colinas), TX / Chandler, AZ (exceptional candidates) – Hybrid Contract Length: 12mo Pay Rate: $53 - $57 Top Requirements: #4+ years of...Contract workWork at office$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique... ...for 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...Work at office- Dexian is hiring a contractor based in Chandler, AZ, to support the conversion of systems from AFS to LoanIQ within Commercial lending... ...three days in the office and two days remote. Start date is June 10, with an initial contract of six months and potential for extensions...Contract workFor contractorsWork at officeRemote work
$21 per hour
...Center) Location: Tempe, AZ (Onsite – 5 days/week)... ...– 6:00 PM) Start Date: June 8, 2026 About the Role... ...outbound) Collections or financial services experience Sales or negotiation experience... ...potential for additional classes Application Instructions...Weekly payFull timeContract workTemporary workWork at officeMonday to Friday$17.98 - $32.12 per hour
...Patient Access Specialist (Financial Counselor) Optum is a global organization that delivers care, aided by technology to help millions... ...other hours. Our office is located at 1955 W FRYE RD Chandler, AZ. Primary Responsibilities: Verifies insurance eligibility...Hourly payDaily paidMinimum wageFull timeTemporary workWork experience placementWork at officeLocal area- ...Client Direct Auto Loan Officer - Chandler, AZ Chandler, Arizona To proceed with... ...guided by a common purpose to help make financial lives better through the power of every connection... ...clients Provides technical and sales training to associates Required...Work at officeWork from homeFlexible hoursShift workDay shift
$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$50k - $75k
Maricopainsurance in Gilbert, Arizona, is seeking a Sales Associate to join the State Farm Agent Team. This full-time position offers opportunities for growth and a rewarding career. The ideal candidate will provide exceptional customer service, develop sales leads, and...Full time$20.16 - $28.16 per hour
...Genesis10 is currently seeking a Commercial Loan Closing Specialist for a Hybrid position with a Global Financial Institution located in Chandler, AZ. This is a 6+ month contract opportunity. This role will support day-to-day operations within commercial lending during...Hourly payPermanent employmentContract work$31 per hour
...Commercial Loan Operations Specialist Location: Chandler, AZ (Hybrid) Duration: 6 Months + Possibility to Extend... ...supporting system conversions or migrations in a lending or financial operations environment preferred Proven analytical and problem...$28 - $30 per hour
*Now Hiring: Commercial Loan Closing Specialist 2* * Chandler, AZ (Hybrid: 3 Days Onsite | 2 Remote)* * Contract: 6 Months | $28-... ...solving skills *Nice to Have* * Exposure to *AFS (Automated Financial Systems)* * Experience supporting *system conversions or...Contract workTemporary workImmediate startRemote work
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