Financial Advisor Team Manager Sandy, UT

Responsibilities

• Maintains the highest ethical standard and delivers client solutions that add value and build lasting relationships
• Does notpromise on hiring high quality candidates
• Develops Financial Advisors through coaching, feedback, exposure, and stretch assignments
• Drive results and accountability by fostering a sense of urgency in the team for reaching goals and meeting deadlines
• Can identify trends in the call center
• Identifies areas of business growth and opportunity to better serve client financial planning needs
• Promotes a team environment that values, encourages, and supports differences
• Establishes and maintains effective Morgan Stanley Virtual Advisor partnerships
• Establishes a thorough understanding of the Firm's products to provide support and direction to their team to drive FA performance
• In conjunction with the Sales Manager, works with HR and Legal to manage employee relation issues
• Assists in regulatory, legal andpliance issues related to their team members which may include review of recorded calls, assigned reports
• You will be expected to thoroughly understand all Morgan Stanley systems andply with all Morgan Stanley policies and procedures

Required Qualifications

• 3 or more years of experience managing a Sales Team in the financial services industry
• Active Licenses and Registrations : Series 7 Series 66 (or 63 and 65) Series 9 / 10
• Ability and willingness to obtain other licenses as determined by management

Preferred Qualifications

• Bachelor's degree
• Contact center related experience within financial services

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.

The Firm's employees serve clients worldwide including corporations,ernments and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share amon set of values rooted in integrity, excellence and strong team ethic.

Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow.

A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

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 employermitted to diversifying its workforce (M / F / Disability / Vet).

keywords : sales, leadership, contact center, call center, financial services, Series 7, Series 9 / 10, Series 66, licensed, financial advisors

Job ID 3254199