Wealth Management Associate

Morgan Stanley

Lake Oswego, United States
Client service skills
Strong interpersonal skills
Team collaboration
Wealth Management Associates provide exceptional service to clients and support Financial Advisors on a daily basis

Job Summary

  • Wealth Management Associates provide exceptional service to clients and support Financial Advisors on a daily basis.
  • Successful candidates will focus on delivering an exceptional client experience while cultivating trusted relationships.
  • Morgan Stanley offers a supportive environment with opportunities for career growth and a commitment to diversity and inclusion.

Matching Summary

Wealth Management Associates provide exceptional service to clients and support Financial Advisors on a daily basis.

Skills & Requirements

Must-have

  • client service skills
  • strong interpersonal skills
  • team collaboration

Nice-to-have

  • adaptable and multi-tasking
  • goal oriented and self-motivated
  • detail oriented with organizational skills

Key Requirements

  • 5+ years of relevant work experience
  • Active Series 7 and Series 66 or Series 63 and Series 65 required
  • Four-year college degree preferred

Work Rights

Not specified

Tailored Resume

Cover Letter