Financial Services Representative (SIE)

Morgan Stanley
Tampa, FL
Job Description
Role Overview

Morgan Stanley's Return to Work program is a 16-week paid program that places participants in roles that align with their existing expertise while also broadening their horizons through comprehensive training, mentorship, and professional development. The program is designed for individuals who have been out of the workforce for two or more years.

What You Will Do

As a Financial Services Representative, you will provide excellent customer service, educate customers on Morgan Stanley's competitive advantage, and identify additional products they would benefit from. You will also be required to maintain a high level of personal integrity and comply with Morgan Stanley's Code of Conduct.

Why It Might Be a Fit

Morgan Stanley values the life skills and experiences you've gained outside of work and recognizes the significant contributions you can bring to our organization. We welcome highly motivated candidates from a diverse range of industries and skills.

Requirements

  • passed the Securities Industry Essentials (SIE) Exam
  • bachelor's degree in Finance, Business Management or Administration, or have an equivalent combination of education, training and experience
  • at least 2 years working in a customer-facing role
  • flexible to work a hybrid schedule (3 days a week in office)
  • legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status

Benefits

  • 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
  • family building benefit to assist employees with the cost of adoption, surrogacy, and fertility treatments
  • generous parental leave
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