EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
- 2+ years of work experience in a field relevant to the position required
- Four-year college degree or professional certification preferred
- Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
- Additional product licenses may be required
Knowledge/Skills
- Enjoys working with people and problem solving
- Knowledge of financial industry and investment products preferred
- Able to measure performance of clients’ portfolios
- Effective written and verbal communication skills
- Strong understanding of applicable compliance rules, regulations and firm policies
- Able to work independently and effectively on a team
- Strong computer skills including knowledge of Microsoft Office products (Word, Excel and PowerPoint)
• Detail-oriented with superior organizational skills and ability to prioritize tasks • Ability and interest in working in a fast-paced, evolving environment
Reports to:
Expected base pay rates for the role will be between $50,000 and $105,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).