Bend - Morgan Stanley - Bend, OR
Morgan Stanley
705 Sw Bonnett Way, Ste 1200
Bend, OR 97702

Branch(541) 389-1282
Fax(541) 382-7329
Toll-free(800) 432-0500

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Talent Management and Professional Development

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Professional development at Morgan Stanley Wealth Management is built around a framework of industry and proprietary research that provides timely, relevant and useful information and ideas. Research is conducted on top Financial Advisors, client needs and market trends. Through strategic partnerships, we make available and orchestrate preeminent professional development resources.

Field Leadership

Our strategy incorporates sourcing, selection and new/experienced manager development. These programs empower field leadership to lead effective teams and coach Financial Advisors. Coaching systems are aimed at helping Financial Advisors achieve organic, long term, sustainable growth.

Financial Advisors

Our strategy is focused on business, professional and personal growth. The turnkey menu of learning is organized into four areas: wealth, practice, investment and life management. It includes national events, local resources and tools and business development and accountabilities. We provide the resources to drive team formation and effective team practices for Financial Advisors and Bend management.

Financial Advisor Associates

Our strategy is designed to help Morgan Stanley Financial Advisor Associates (FAAs) succeed in launching and growing their businesses. The program consists of instructor-led training, self-paced workbooks and online training, as well as in-branch coaching, mentoring and training. The FAA Program focuses on six key skill sets:

  • Knowledge of the industry, Morgan Stanley Wealth Management and the branch
  • Business planning and niche marketing skills
  • Selling and relationship building skills
  • Financial planning skills
  • Knowledge of Morgan Stanley Wealth Management’s client solutions
  • Knowledge and adherence to Morgan Stanley Wealth Management/industry regulations and guidelines

Support Staff

Our strategy is focused on building a culture of world class service in the field and home office. A business reengineering strategy teaches Client Service Associates to focus on business building for Financial Advisor practices. Content includes integration efforts, enhancing professionalism among support staff, supporting business process reengineering and career planning.

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