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Virtual Client Financial Advisor – Tampa, FL

May 1, 2026

Joining the Morgan Stanley Virtual Client Solutions (VCS) group provides you with the security of a competitive salary and benefits package, but without the stress of prospecting, cold calling, or soliciting friends & family for business. With Morgan Stanley - VCS you\'ll have the unique opportunity to join a team of highly skilled Financial Advisors dedicated to providing personalized virtual advice for the modern investor. All client interactions are phone-based, complemented by digital touchpoints. You will be surrounded by a team that focuses on deepening and growing an existing book of Morgan Stanley relationships. As a Virtual Client Financial Advisor - Tampa, FL , your primary focus is to help clients establish a strong foundation that will ultimately position them to reach their financial goals - helping to simplify the goals-based planning process, so clients can focus on what matters most. This is achieved through accessing the intellectual capital of the Firm, including some of the best investment research in the industry, which will empower you to confidently navigate complex market conditions, implement tailored wealth plans, and recommend suitable investment products to not only achieve the client\'s goals, but help you deliver against your new asset objectives. Your local leadership team will be by your side to support you in your growth and development by providing ongoing coaching to advance your skillset and progress your career. The Value You\'ll Add: <ul> <li>In a team-based environment, via inbound and outbound communication, retain and build client relationships by providing advice, reviewing portfolio, gauging client circumstances and goals (including suitability and risk tolerance) and closing new asset opportunities. </li><li>Have a deep understanding of current financial markets, the Firm\'s products, and those of its strategic partners. Leverage these tools to tailor advice and guidance for each client\'s circumstances, investment objectives and goals. </li><li>Focus on improving client satisfaction by emphasizing world-class individualized client service, 100% accuracy, responsiveness, and follow-through. </li><li>Focus on meeting business objectives, and doing so in a professional manner. </li><li>Acting with the highest ethical standard and integrity to put clients\' needs above all other considerations. </li><li>Risk recognition and mitigation, including ensuring a thorough understanding of and adherence to all policies and procedures. Uphold requirements of the Quality Assurance guidelines. </li> </ul>The Experience You\'ll Gain: The Morgan Stanley Client Solutions Training program is a three-phase program, consisting of 2-3 months training and development designed to ensure that Financial Advisors are fully prepared to take their place among our Financial Advisor workforce. Upon completion of this program the Financial Advisor will be able to: <ul><li>Understand the purpose and vision of Morgan Stanley Financial Advisor role. </li><li>Provide exceptional client experience and ask effective questions to understand and fulfill the clients need. </li><li>Demonstrate proficiency in the use of Morgan Stanley tools. </li><li>Build a recommendation that aligns to the client\'s financial goals. </li><li>Deepen the client relationship by conveying the value Morgan Stanley products and services can provide the client. </li><li>Listen for opportunities to educate clients on firm capabilities. </li> </ul>Required Qualifications: <ul><li>Bachelor\'s degree or equivalent. </li><li>1-3 years of relevant financial services or brokerage sales experience preferred. </li><li>Securities Industry Essential (SIE) OR ability to pass SIE exam 2 weeks prior to start date. </li><li>Must have FINRA licenses Series 7, 66 (combined S63 and 65) OR the ability to obtain licenses within company policy guidelines. </li><li>Excellent communicator with strong client service skills. </li> </ul>Why Morgan Stanley: 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, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is essential to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a best-in-class foundation for building a professional career - a place for people to learn, to achieve, contribute and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. #J-18808-Ljbffr Salary: USD 72000 - 108000 per year Experience: 3 years required

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...