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Wealth Management Return to Work Program

Description



Morgan Stanley recognizes that successful careers today often do not follow a traditional path. Our Field Return to Work program is an opportunity for entrepreneurially minded,  experienced professionals who have taken a break from the workforce to re-engage and prepare to launch a wealth management practice. During the 10-week paid returnship based in Illinois, California, Michigan, Washington, Georgia and Texas, participants will work with colleagues to engage in the wealth management business, participate in training and networking events, and will be provided with the tools and strategies needed to build a client base of high net worth individuals.  The program will  equip the participant with access to state-of-the art financial tools and technologies, as well as sales and management mentoring. On completing the program, many participants receive an offer of employment with Morgan Stanley.

 DUTIES and RESPONSIBILITIES:

•       Work closely with Operations, Risk and Business Development teams


•       Support branch management team


•       Provide marketing and sales support to branches and their teams


•       Processing and analyzing financial data for client portfolios


•       Creating asset allocation reviews and financial plans


•       Developing proposals and presentations for prospects and clients


•       Analyzing Financial Advisors’ books of business and identifying new business opportunities


•       Identifying opportunities to promote the development of client relationships



Requirements

Additional requirements may include:



•        Excellent leadership, interpersonal and communication skills.



•        Strong problem-solving and analytical skills.



•        Excellent presentation, time-management and organizational skills.



•        Entrepreneurial mindset with an interest in building a financial advisory practice



EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:


Education and/or Experience 



•        At least 7 to 10 years of work experience



•        A career-break of at least two (2) years required.



•        An interest in returning to the workforce full time.


 


Knowledge/Skills



•        Business development and marketing acumen



•        Ability to build and leverage a network of personal and business contacts.


 


Reports To:



•        Branch Manager



Direct Reports:



•        No


Job Snapshot

Location US-MI-Farmington Hills
Employment Type Full-Time
Pay Type Year
Pay Rate N/A
Store Type Finance
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Company Overview

Morgan Stanley

Morgan Stanley Wealth Management, an industry leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services. Learn More

Contact Information

US-MI-Farmington Hills

Snapshot
Morgan Stanley
Company:
US-MI-Farmington Hills
Location:
Full-Time
Employment Type:
Year
Pay Type:
N/A
Pay Rate:
Finance
Store Type:

Description



Morgan Stanley recognizes that successful careers today often do not follow a traditional path. Our Field Return to Work program is an opportunity for entrepreneurially minded,  experienced professionals who have taken a break from the workforce to re-engage and prepare to launch a wealth management practice. During the 10-week paid returnship based in Illinois, California, Michigan, Washington, Georgia and Texas, participants will work with colleagues to engage in the wealth management business, participate in training and networking events, and will be provided with the tools and strategies needed to build a client base of high net worth individuals.  The program will  equip the participant with access to state-of-the art financial tools and technologies, as well as sales and management mentoring. On completing the program, many participants receive an offer of employment with Morgan Stanley.

 DUTIES and RESPONSIBILITIES:

•       Work closely with Operations, Risk and Business Development teams


•       Support branch management team


•       Provide marketing and sales support to branches and their teams


•       Processing and analyzing financial data for client portfolios


•       Creating asset allocation reviews and financial plans


•       Developing proposals and presentations for prospects and clients


•       Analyzing Financial Advisors’ books of business and identifying new business opportunities


•       Identifying opportunities to promote the development of client relationships



Requirements

Additional requirements may include:



•        Excellent leadership, interpersonal and communication skills.



•        Strong problem-solving and analytical skills.



•        Excellent presentation, time-management and organizational skills.



•        Entrepreneurial mindset with an interest in building a financial advisory practice



EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:


Education and/or Experience 



•        At least 7 to 10 years of work experience



•        A career-break of at least two (2) years required.



•        An interest in returning to the workforce full time.


 


Knowledge/Skills



•        Business development and marketing acumen



•        Ability to build and leverage a network of personal and business contacts.


 


Reports To:



•        Branch Manager



Direct Reports:



•        No


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