Morgan Stanley Smith Barney is a global leader in wealth management with an extensive network of 1,000 offices across the U.S. and in key international locations. It provides a range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and trust. It provides specialized financial services to ultra-high net worth individuals through Morgan Stanley Private Wealth Management
Morgan Stanley Smith Barney’s Reach for Excellence Training Program offers a structured approach that helps prepare you to become a Morgan Stanley Smith Barney Financial Advisor. Our extensive curriculum provides you with the tools and strategies needed to build a client base of high net worth individuals and sustain long-term relationships with those clients. The training program teaches you how to provide clients with a high level of individualized world class service, comprehensive brokerage services, and investment strategies consistent with the individual financial goals and needs of the clients.
Other Qualifications Candidates must: