About GWMG


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, institutions and individuals from more than 600 offices in 33 countries.

As of March 2008, Morgan Stanley’s Global Wealth Management Group (GWMG) was one of the largest businesses of its kind in the nation, with over $700 billion in client assets and over 8,000 Financial Advisors and Investment Representatives. GWMG provides a range of wealth management products and services to individuals, businesses and institutions. These include brokerage and investment advisory services, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and trust services.
REACH FOR EXCELLENCE - BECOME A MORGAN STANLEY FINANCIAL ADVISOR
Morgan Stanley’s Reach for Excellence Training Program offers a structured approach that helps prepare you to become a Morgan Stanley Financial Advisor. Our extensive curriculum provides you with the tools and strategies needed to build a client base of high net worth individuals and sustain long-term relationships with those clients. The training program teaches you how to provide clients with a high level of individualized world class service, comprehensive brokerage services, and investment strategies consistent with the individual financial goals and needs of the clients.

While at Morgan Stanley, you will have access to a comprehensive training curriculum, mentoring, and an array of financial tools and technology. You will have access and exposure to the Morgan Stanley target market. We offer competitive compensation including base salary commensurate with previous experience, and an opportunity to earn additional variable income that increases with performance.
Job Requirements

  • Bachelor’s Degree and/or a minimum of 5 years related experience (i.e., sales, commercial banking, financial wholesaler)
  • Demonstrated ability to sell
  • Strong work ethic and ability to multitask
  • Competitive and results oriented
  • Demonstrated ability to develop and cultivate relationships
  • Interest in financial markets and investments
  • Excellent problem solving, networking, communication, interpersonal and organizational skills

Preferred Experience

  • Prior sales experience
  • Prior business owner/ entrepreneur
  • Prior professional service career (Legal, Accounting, Education, Military)


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.


For further details, please visit www.morganstanley.com/careers.

As part of the application process for this training program, you are required to complete a talent assessment. 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
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