Wealth Management Associate**

Morgan Stanley UK

Wayzata, United States
Base: $50,000 - $115,000 py; bonus/equity: eligibl...
Client relationship management
Digital marketing execution
Financial planning support
Wealth Management Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through client interactions

Job Summary

  • Wealth Management Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through client interactions.
  • This role supports Financial Advisors in areas such as digital marketing, portfolio holdings, proposal tools, and financial planning, while ensuring timely client service functions.
  • Morgan Stanley offers a comprehensive benefits package including Medical, Dental, Vision, 401(k), Paid Time Off, and opportunities for career growth.

Matching Summary

Wealth Management Associates provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through client interactions.

Salary

Base: $50,000 - $115,000 per year; Bonus/Equity: Eligible for annual discretionary incentive compensation award and business unit incentive plan; Benefits: Full spectrum of benefits including Medical, Dental, Vision, 401(k), PTO, etc.

Skills & Requirements

Must-have

  • Client relationship management
  • Digital marketing execution
  • Financial planning support
  • Portfolio holdings analysis
  • Exceptional client experience

Nice-to-have

  • Collaborative team player
  • Adaptable to change
  • Goal-oriented and self-motivated

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter