Image Image Image Image Image Image Image Image Image Image


Scroll to top


Morgan Stanley Smith Barney

About Morgan Stanley Smith Barney:

We are a global financial services firm, grounded in more than 130 years of experience. With over 17,000 Financial Advisors in 1,000 offices worldwide, we offer a complete range of financial services to a large and diversified group of clients and customers, including governments, corporations, institutions and individuals throughout the world. Our employees are high achievers who share integrity, intellectual curiosity and the desire to work in an atmosphere that is collegial.

Positions Available:

Financial Advisor Associate Program

Job Responsibilities:

•     Complete proprietary training of Finance, Wealth Planning/Management Strategies and Investment Products
•     Successfully complete the required Series 7 & 66 financial licensures
•     Effectively source business prospects and employ client acquisition techniques
•     Consult clients on investment strategies based on their financial objectives
•     Balance management of referral activities, customer follow-ups and administrative tasks
•     Complete continuing finance education, licensing requirements and sales training

Job Requirements:

The best Financial Advisors are analytical self-starters who can offer specialized advice and help clients meet their wealth management needs.

•     Bachelor’s Degree in Business, Marketing, Sales, Accounting, Finance or other related field preferred and/or 5 years of professional experience in Sales, Education, Military, Finance, Legal or Accounting or other related business
•     Excellent communication, presentation, time-management and organization skills
•     Ability to listen to client needs and provide financial solutions
•     Strong community presence with an established network of personal and business contacts
•     Authorization to work in the U.S. without durational restrictions
•     Successful completion of background check and pre-employment assessments