Introducing a great new program providing hand-on business experience before becoming FAAs. We're currently hiring individuals into the Private Banker Advisory Associate role. More information outlined below:Private Banker Advisory Associate
Financial Advisors use Banking and Lending to help clients optimize their investment strategy by effectively incorporating debt management into their client’s overall wealth management plan. As a Private Banker Advisory Associate in our Financial Advisor Associate Program, you will learn about the Private Banking Group’s Banking and Lending products and solutions, including how to integrate liability management into the wealth planning process. In partnership with experienced Private Bankers and Financial Advisors, you will apply your skills, judgment and expertise to create personalized wealth management and liability strategies for clients that help them meet their financial and personal goals as well as prepare for a successful financial future.
Our Private Banker Advisory Associate Program is a unique opportunity which prepares you to become a Financial Advisor with fine-tuned banking and lending skills. You will spend the first phase of the program completing our extensive Financial Advisor Associate and Private Banking curriculum and training. In partnership with a Private Banker and Private Bank Region Manager, you will also receive dedicated training and support on liability solutions while in the branch. Your training will enable you to immediately play a key role in creating and recommending banking and lending solutions for clients and prospects. Your day-to-day responsibilities will also include delivery of liabilities solutions, activity reporting to local management, staying current with product and service offerings, and ongoing relationship building with multiple Financial Advisors and their clients. In addition, you will have the opportunity to build a wealth management practice of your own clients throughout your time in the program.In the second phase, you will spend 12 months as a private banking associate utilizing the skills learned in your first phase to uncover opportunities for financial advisors. In partnership with your private banker, you will be responsible for a series of banking and lending tasks necessary to uncover and implement banking and lending solutions.After the second phase of the program, you will become a Financial Advisor responsible for using your business-management knowledge, banking and lending expertise and networking talents to provide clients with individualized and comprehensive financial services, investment and liability strategies. The Private Banker Advisory Associate has the opportunity to incorporate acquired skills into a wealth management practice which may continue beyond the end date of tenure in the program.A career in financial planning and liability management is rewarding, and can be lucrative. While in the second phase, you will receive a competitive base salary, with eligibility for potential overtime. For those looking for a strong foundation to build on, consider Morgan Stanley Wealth Management to utilize your banking & lending and business development skills in the Finance/Financial Brokerage Services arena. Here, you can leverage a strong brand while being mentored by experienced advisors and gain practical financial planning and liability management experience.
JOB RESPONSIBILITIESAs a Private Banker Advisory Associate, you will:
WHY MORGAN STANLEY?
Morgan Stanley Wealth Management is one of the largest wealth management firms in the world, with $1.8 trillion in client assets and over 16,000 Financial Advisors (as of April 2013). Morgan Stanley Wealth Management’s Financial Advisors deliver tailored solutions designed to help achieve important financial goals. Mindful of differing investment objectives, risk tolerance and liquidity needs, the firm provides individuals, families, businesses and institutions with a wide variety of services: brokerage and investment advisory services, financial and wealth planning, access to credit and lending, cash management, annuities and insurance, and retirement services.
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Beginning in June 2009, the Global Wealth Management Group of Morgan Stanley & Co. Incorporated and the Smith Barney division of Citigroup Global Markets Inc. have combined into Morgan Stanley Smith Barney LLC, a new investment adviser and broker-dealer registered with the Securities and Exchange Commission.
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