Return To Work - Financial Services Representative (SIE) | Gilbert, AZ

Morgan Stanley • Gilbert, AZ

8d • Hybrid

About The Position

Morgan Stanley's Return to Work Program in Gilbert is 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, places participants in roles aligned with their expertise while providing comprehensive training, mentorship, and professional development. The program welcomes motivated candidates from diverse industries and backgrounds, valuing the unique skills and experiences they bring. The Financial Services Representative role is within the Wealth Management division, focusing on helping clients build, preserve, and manage wealth. This role is ideal for individuals interested in financial services, the stock market, problem-solving, and goal-driven work. As an unlicensed representative, you will engage clients via incoming calls, answer questions about stock portfolios, and receive paid training for 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
• Ability to articulate experience working on a team and in a highly collaborative environment
• Previous experience meeting sales goals 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 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.
• Field inbound customer inquiries to assist customers with account-related requests such as money movement, account updates, and trade requests.
• Follow up with customers regarding outstanding account-related items.
• Participate in continuing education and development.

Benefits

• Develop a robust understanding of the financial services industry and gain insight into one of the world’s leading financial institutions.
• Invest in your career with a top-tier learning and career development experience combining comprehensive financial product modules and learning courses, as well as on-the-job learning.
• Obtain the Series 7 & 63 licenses that will be paid for by Morgan Stanley.
• Hybrid work environment.
• Competitive base salary.
• Paid time off.
• Savings programs.
• Health care (medical, dental, vision).
• Insurance plans.
• Tuition and licensing reimbursement along with student loan refinancing.
• Fitness subsidy.
• 401(k) with competitive firm matching.
• Access to the Morgan Stanley Employee Stock Purchase Program.
• Family building benefit to assist employees with the cost of adoption, surrogacy, and fertility treatments.
• Generous parental leave.
• Commitment to Diversity and Inclusion.
• Employees are encouraged to give back to your community.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level