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Morgan Stanley

Virtual Client Financial Advisor

We are seeking a skilled and client-focused Virtual Client Financial Advisor to join our team. In this role, you will provide personalized financial planning and investment advice through a virtual platform, helping clients achieve their financial goals while delivering exceptional service in a digital environment.

About the Role:
As a Virtual Client Financial Advisor, you will work with a diverse range of clients, providing customized financial solutions tailored to their needs. Leveraging virtual tools and technology, you will manage client relationships, deliver financial plans, and recommend investment strategies. This is an exciting opportunity for a proactive advisor who thrives in a fast-paced digital environment.

Key Responsibilities:

Develop and implement personalized financial plans to help clients meet their short- and long-term financial goals
Provide expert advice on investment strategies, retirement planning, and wealth management
Build and maintain strong relationships with clients through regular virtual meetings and proactive communication
Utilize digital tools and platforms to provide seamless and efficient client experiences
Conduct periodic portfolio reviews to ensure alignment with clients' financial objectives and market conditions
Educate clients on financial strategies, investment options, and market trends
Identify new opportunities for client growth and retention, offering additional services where appropriate
Stay current on financial markets, regulatory changes, and industry trends to provide relevant advice
Maintain compliance with industry regulations and internal policies

Qualifications:

Bachelor’s degree in Finance, Economics, Business, or a related field
3+ years of experience as a financial advisor, wealth manager, or similar role
Proficiency with virtual platforms and digital tools for financial advising
Strong knowledge of investment products, financial planning, and wealth management strategies
Excellent communication and interpersonal skills, with the ability to build trust in a virtual setting
Proven ability to analyze client needs and deliver tailored financial solutions
FINRA Series 7 and 66 licenses required (or the ability to obtain within six months)
CFP, CFA, or similar certifications are a plus

Why Join Us?
This is a fantastic opportunity to be part of a forward-thinking team that leverages technology to provide innovative financial solutions. You’ll have the chance to work with a wide range of clients, enjoy a flexible virtual work environment, and grow your career in a supportive and dynamic organization. We offer competitive compensation, professional development opportunities, and a collaborative culture.

Apply Today to join our team and help clients achieve their financial dreams through cutting-edge virtual advising solutions.

Interested in this job ?

Thrive in a supportive, innovative, and rewarding environment.

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