Regional Sales Representative - Drive Thriving RIA Sales Success
Employer
Morgan Stanley
Salary
$135k-$172.5k (estimated pay)
Location
Los Angeles, CA
Employment Type
Full-time
Сategory
Sales Representatives
Description
Seeking a dynamic Regional Sales Representative for RIA Sales Channel at Morgan Stanley, responsible for promoting investment strategies and cultivating new business prospects.
Qualifications
- Bachelor's degree or equivalent
- FINRA Series 7, 79, 63, 65 or 66 licenses
- CFA, CFP Designations preferred
Responsibilities
- Identify client needs and coordinate efforts
- Strengthen relationships with clients
- Promote investment strategies through meetings
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