Return To Work - Financial Services Representative (SIE) | Alpharetta, GA

Morgan Stanley•Alpharetta, GA

1d•Hybrid

About The Position

Morgan Stanley is offering a Return to Work program in Alpharetta, GA, designed for experienced professionals who have taken a career break and are looking to re-enter the workforce. This 16-week paid program, running from January 18, 2027, to May 7, 2027, aims to place participants in roles that leverage their existing expertise while providing comprehensive training, mentorship, and professional development. The program is seeking motivated candidates from diverse backgrounds, not necessarily from the financial services industry, to join the Wealth Management division as Financial Services Representatives. This role involves engaging with clients via phone, answering questions about stock portfolios, and educating them on Morgan Stanley's offerings. The company will sponsor training for the Series 7 & 63 Licenses.

Requirements

Successfully passed the Securities Industry Essentials®(SIE®) Exam
A bachelor’s degree in Finance, Business Management or Administration, or an equivalent combination of education, training and experience (1 year of work experience can substitute 1 year of education)
At least 2 years working in a customer-facing role
Must be flexible to work a hybrid schedule (3 days a week in office)
Must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.
Individuals who have been out of the workforce for two or more years.

Nice To Haves

At least 2 years’ experience working in a call center environment or within a financial institution
Experience working on a team and in a highly collaborative environment
Previously held a role where sales goals were met either through full-time work or college internships
Considered a people-person with extraordinary interpersonal skills, a strong team orientation and resiliency.

Responsibilities

Provide excellent customer service by identifying customer needs and determining the best solution for them.
Educate customers on Morgan Stanley’s competitive advantage and identify additional products they would benefit from.
Show determination to drive sales by engaging customers and identifying new opportunities.
Follow processes and manage time efficiently throughout the day.
Continually learn about investments and the financial markets to address individual client's investment needs.
Help the company identify opportunities to keep clients and minimize risk.
Maintain a high level of personal integrity and comply with Morgan Stanley’s Code of Conduct.
Connect with other groups to gather information to resolve customer issues.
Be involved in other projects and tasks.