Wealth Management Associate

Morgan Stanley UK

New York, United States
Base: $68,000 - $120,000; bonus/equity: commission...
Client relationship management
Digital marketing support
Portfolio holdings analysis
As senior members of the service team, Associates build trusted relationships with clients through regular interactions and focus on delivering an exceptional client experience

Job Summary

  • As senior members of the service team, Associates build trusted relationships with clients through regular interactions and focus on delivering an exceptional client experience.
  • The role involves supporting Financial Advisors in areas such as digital marketing, portfolio holdings, proposal tools, and financial planning.
  • Morgan Stanley offers attractive and comprehensive employee benefits and perks, with ample opportunity for career advancement for those showing passion and grit.

Matching Summary

As senior members of the service team, Associates build trusted relationships with clients through regular interactions and focus on delivering an exceptional client experience.

Salary

Base: $68,000 - $120,000; Bonus/Equity: Commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages; Benefits: Other Morgan Stanley sponsored benefit programs

Skills & Requirements

Must-have

  • Client relationship management
  • Digital marketing support
  • Portfolio holdings analysis
  • Financial planning assistance
  • Client service model execution

Nice-to-have

  • Client first mindset
  • Strong interpersonal skills
  • Collaborative team player
  • Adaptable and multi-tasking
  • Goal oriented and self-motivated

Key Requirements

  • 5+ years of relevant work experience
  • Active Series 7 (GS) license
  • Active Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) licenses
  • Four-year college degree or professional certification preferred

Work Rights

Not specified

Tailored Resume

Cover Letter