Portfolio Associate

Morgan Stanley

Base: $17 to $43.27 ph; bonus/equity: may include ...
Active series 7 and series 66 or 63/65 licenses
5+ years relevant work experience
Knowledge of equities bonds options mutual funds
Portfolio Associates provide exceptional service to clients and support Financial Advisors on a daily basis by building trusted relationships

Job Summary

  • Portfolio Associates provide exceptional service to clients and support Financial Advisors on a daily basis by building trusted relationships.
  • The role involves executing money movement transactions, managing account documentation, and educating clients on digital tools like MSOnline.
  • Morgan Stanley offers comprehensive employee benefits, opportunities for career advancement, and a culture committed to diversity and inclusion.

Matching Summary

Portfolio Associates provide exceptional service to clients and support Financial Advisors on a daily basis by building trusted relationships.

Salary

Base: $17 to $43.27 per hour; Bonus/Equity: May include commission, incentive compensation, and discretionary bonuses; Benefits: Comprehensive employee benefits and perks included

Skills & Requirements

Must-have

  • Active Series 7 and Series 66 or 63/65 licenses
  • 5+ years relevant work experience
  • Knowledge of equities bonds options mutual funds

Nice-to-have

  • Strong interpersonal and client service skills
  • Detail oriented with superior organizational skills
  • Ability to work in a fast-paced evolving environment

Key Requirements

  • High School Diploma required; College degree preferred
  • Successful completion of Portfolio Associate Training Curriculum
  • Leadership nomination based on performance and contributions

Work Rights

Not specified

Tailored Resume

Cover Letter