Wealth Management VEA Training Program (Tempe, AZ and Alpharetta, GA)

Morgan Stanley • South River, NJ

12d

About The Position

The Wealth Management VEA Training Program is designed to give you firsthand experience working with the top financial advisors (FAs) in the industry at a leading global financial institution. You may rotate through several key areas of business development such as digital marketing/communication, and financial planning. The goal of the program is to give you a strong foundation in the systems/tools, business areas, and skills that are necessary for an enduring and promising career at the Firm either in the corporate home office, supporting FAs, or as an FA! The length of the program enables you to earn your licenses, gain additional professional designations, network, and capture valuable experience working with different FAs to understand how they run their practice. The insight you will gain is unique and if successful, will propel you into a fruitful career at Morgan Stanley. The Morgan Stanley Wealth Management VEA Training Program consists of rigorous licensing followed by training and assessments designed to ensure you are fully prepared to be successful in the program.

Requirements

• A bachelor’s degree with a proven track record of academic success.
• Prior professional experience would be an asset but not required
• Securities Industry Essentials (SIE) exam completed prior to interviewing for the program in addition to Firm sponsorship of the Series 7 and 63 exams within a specific timeframe
• Strong written and verbal communication, client, and interpersonal skills
• Ability to learn quickly and adopt new technologies
• Extraordinarily high level of motivation and commitment to working hard and staying organized in a competitive, fast-paced environment
• Ability to balance multiple priorities under pressure and time constraints
• Authorization to work in the U.S. without durational restrictions
• Successful completion of background check and pre-employment assessments

Responsibilities

• Set up and execute digital marketing strategies for FAs across multiple social media platforms and their website
• Curate marketing campaigns targeting segments of an FAs business to drive engagement
• Identify opportunities analyzing client relationships and providing tactical recommendations to help FAs better support their clients
• Leverage the Firm’s proprietary financial planning resources while partnering with experienced FAs to support their clients and the adoption of Goals Based Wealth Management strategies
• Work with clients and gather information to build, analyze, and present plans in a thoughtful and effective manner
• Generate and present reports to FAs highlighting areas of opportunity and improvement in your strategy to grow their business
• Regularly participate in meetings with management to share best practices and areas of opportunity

Benefits

• Competitive base salary, and a wide range of benefits including paid time off, savings programs, health care, insurance plans, student loan refinancing, fitness subsidy, and more
• Access to 401(k) offering with competitive Firm matching as well as access to the Morgan Stanley Employee Stock Purchase Program
• Obtain Series 7, 63, and 65 licenses in addition to the Financial Planning Specialist (FPS) designation.
• Support for additional professional designations consists of, but are not limited to, the CFP and the CFA
• Develop a robust understanding of the financial services industry through the lens of 1 of the world’s leading financial institutions
• Access an immersive learning experience that incorporates financial product education, platform navigation along with professional development

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees