Base: $68,000 - $120,000 py; bonus/equity: not spe...
On-site
Relationship management
Client experience enhancement
Financial planning tools utilization
The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios
Job Summary
The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios.
This industry professional combines relationship management with marketing skills, and product knowledge to cultivate longstanding relationships with clients.
The Wealth Management Associate is an integral member of the advisory team and is responsible for delivering a consistent, positive client experience to help ensure all commitments are completed and delivered in a timely manner.
Matching Summary
The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios.
Salary
Base: $68,000 - $120,000 per year; Bonus/Equity: Not specified; Benefits: Other Morgan Stanley sponsored benefit programs
Skills & Requirements
Must-have
Relationship management
Client experience enhancement
Financial planning tools utilization
Investment strategy development
Business development support
Nice-to-have
Problem-solving aptitude
Fast-paced environment adaptability
Team collaboration skills
Key Requirements
5+ years of work experience
Active SIE, Series 7 and 66 (or 63 and 65) licenses
Four-year college degree or professional certification preferred