Wealth Management Associate

Morgan Stanley

New York, United States
Base: $68,000 - $120,000; bonus/equity: not specif...
Strong interpersonal skills
Client service experience
Knowledge of financial services products
Wealth Management Associates provide exceptional service to clients and support Financial Advisors

Job Summary

  • Wealth Management Associates provide exceptional service to clients and support Financial Advisors.
  • Successful candidates will build trusted relationships and deliver an exceptional client experience.
  • Morgan Stanley offers comprehensive employee benefits and opportunities for career growth.

Matching Summary

Wealth Management Associates provide exceptional service to clients and support Financial Advisors.

Salary

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

Skills & Requirements

Must-have

  • Strong interpersonal skills
  • Client service experience
  • Knowledge of financial services products

Nice-to-have

  • Detail oriented
  • Team player
  • Adaptable in fast-paced environments

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