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CAREER EVENT Financial Advisor Trainee March 6th. Tulsa, OK The Practice Management Development (PMD) role is a training program to develop and prepare future ...
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For your reference, we have included the original job posting below.
Financial Advisor
Job Number:
21337878
Company Name:
Morgan Stanley Smith Barney
Job Location:
Tulsa, OK US
Job Categories:
Accounting & Finance Sales & Sales Management
Minimum Education:
4-Year College Degree
Financial Advisor
Categories: Accounting, Financial
Morgan Stanley Smith Barney - U.S Wealth Management
Morgan Stanley Company Overview
Two of the most powerful names in wealth management have joined forces to create a new industry leader. In a financial world thats being remade, Morgan Stanleys global wealth management business and Smith Barney have joined forces to offer you thinking and resources to fit the times.
Morgan Stanley Smith Barney helps open doors to a wider array of financial products, independent money managers and capital markets. Our Financial Advisors have access to a global network of economists, strategists and research analysts to help manage risk and seek out investment opportunities wherever they may be. To help build the portfolio that can move individual investors in the direction they want to go.
Our clients have entrusted us with $1.3 trillion (approx) of their hard-earned assets. Morgan Stanley Smith Barney is dedicated to bringing its clients the help they deserve, at a time when they need it most.
Position Summary
Participation in the Morgan Stanley Smith Barney Financial Advisor Training Program provides an extensive curriculum that will help to prepare you for a Financial Advisor Career. The Program will provide you with an opportunity to learn how to:
Build a client base of high net worth individuals
Maintain and manage long-term client relationships
Provide clients with a high level of individualized client service, full service brokerage services and investment strategies consistent with their individual financial goals and needs
Requirements
Demonstrate ability to sell
Excellent problem solving, networking, communication, interpersonal and organizational skills
Interest in investment and financial markets
Demonstrate excellent work ethic and ability to multitask
Preferred Experience
Prior Sales Experience
Prior Business Owner/Entrepreneur
Prior professional service (Legal, Accoutning, Education, Military)
Education
Bachelors Degree (Bachelors Degree not required for candidates with more than 5 years of sales experience)
Other Qualifications
Candidates must:
Be authorized to work in the U.S. without restriction as to duration Pass a Background Check Pass any applicable pre-employment tests
As part of the application process for this training program, you are required to complete several assessments. After submitting your application, you will receive an e-mail with a link to the assessment. Failure to complete this assessment will render your application incomplete, and you will not be considered for employment.
Morgan Stanley Smith Barney EOE committed to diversifying its workforce M/F/D/V
