Wealth Management Associate

Morgan Stanley

San Francisco, United States
Base: $68,000 - $120,000 py; bonus/equity: not spe...
Client relationship management
Financial planning tools
Investment portfolio analysis
The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios

Job Summary

  • The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios.
  • This self-starter must be able to work across the team and across the firm to respond quickly and accurately to client questions and concerns.
  • Morgan Stanley offers some of the most attractive and comprehensive employee benefits and perks in the industry.

Matching Summary

The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios.

Salary

Base: $68,000 - $120,000 per year; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Client relationship management
  • Financial planning tools
  • Investment portfolio analysis

Nice-to-have

  • Problem-solving skills
  • Effective communication skills
  • Leadership abilities

Key Requirements

  • 5+ years of relevant work experience
  • Active SIE, Series 7 and 66 licenses
  • Four-year college degree preferred

Work Rights

Not specified

Tailored Resume

Cover Letter