Morgan Stanley Smith Barney is a global leader in wealth management with an extensive network of 1,000 offices across the U.S. and in key international locations. It provides a range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and trust. It provides specialized financial services to ultra-high net worth individuals through Morgan Stanley Private Wealth Management.
Become a Morgan Stanley Smith Barney Financial Advisor
Morgan Stanley Smith Barney’s Financial Advisor Associate Training Program offers a structured approach that helps prepare you to become a Morgan Stanley Smith Barney 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 Smith Barney, 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 Smith Barney 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.
