Wealth Management - InternAt — Morgan Stanley

Responsibilities:

• Gain industry and organizational knowledge through daily business interactions and job assignments.
• Develop business, financial and analytical skills needed for career in global wealth management and financial services.
• Provide marketing and sales support to branches and their teams.
• Perform market research.
• Gain exposure to wealth management business, products, services and clients’ financial needs.

Tasks:

Description of tasks required: Primary focus is calling potential clients for our financial advisors. Gather various licenses such as the SIE, Series 7, and Series 66.

Training:

We train our interns in the various software we use, how to recruit potential clients, how we filter through blocked and potential clients, and we distribute learning materials and pay for interns to become a fully licensed financial professionals.