Can someone provide details about the virtual client advisor role at Morgan Stanley ?

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While I haven’t been in that role, I was a Morgan Stanley employee and still have brokerage accounts open there. Anyone who opens their accounts online rather than with a specific financial advisor will have a phone number they can call to be connected to a virtual advisor, like a hotline.
I don’t know the ins and outs and daily responsibilities, other than fielding phone calls of clients who don’t have a dedicated FA.

This was insightful and I appreciate it. Best of luck to you in your career.

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