Private Wealth Management Associate

Morgan Stanley

New York, US
Base: $68,000 - $120,000 py; bonus/equity: eligibl...
5+ years relevant work experience
Active series 7 and series 66 or 63/65 licenses
Strong interpersonal and client service skills
The role focuses on delivering exceptional client experiences by building trusted relationships with clients and supporting Financial Advisors daily

Job Summary

  • The role focuses on delivering exceptional client experiences by building trusted relationships with clients and supporting Financial Advisors daily.
  • Candidates will assist in business development by executing digital and in-person marketing strategies including webinars and seminars.
  • Morgan Stanley offers a comprehensive benefits package including medical, dental, vision, 401(k), and paid time off.

Matching Summary

The role focuses on delivering exceptional client experiences by building trusted relationships with clients and supporting Financial Advisors daily.

Salary

Base: $68,000 - $120,000 per year; Bonus/Equity: Eligible for discretionary incentive compensation; Benefits: Full spectrum including Medical, Dental, Vision, 401(k), and Paid Time Off

Skills & Requirements

Must-have

  • 5+ years relevant work experience
  • Active Series 7 and Series 66 or 63/65 licenses
  • Strong interpersonal and client service skills

Nice-to-have

  • Leadership skills in fast-paced environments
  • Detail-oriented organizational abilities
  • Ability to collaborate with diverse teams

Key Requirements

  • Four-year college degree preferred
  • Series 7 (GS) license required
  • Series 66 or Series 63/65 license required

Work Rights

Not specified

Tailored Resume

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