Private Wealth Management Associate

Morgan Stanley

Morristown, United States
Base: $68,000 - $120,000 py; bonus/equity: potenti...
On-site
Client relationship management
Digital marketing execution
Financial planning support
Morgan Stanley is seeking a Private Wealth Management Associate to provide exceptional service and support to Financial Advisors and Private Wealth Advisors. The ideal candidate should have strong interpersonal skills and at least five years of relevant experience, along with necessary financial certifications

Job Summary

  • Wealth Management Associates provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors/teams on a daily basis.
  • This role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools and financial planning.
  • Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off, 10 Paid Holidays, 401(k), and Short/Long Term Disability.

Matching Summary

Match Score: 85

Morgan Stanley is seeking a Private Wealth Management Associate to provide exceptional service and support to Financial Advisors and Private Wealth Advisors. The ideal candidate should have strong interpersonal skills and at least five years of relevant experience, along with necessary financial certifications.

Salary

Base: $68,000 - $120,000 per year; Bonus/Equity: Potential for annual discretionary incentive compensation award and participation in incentive compensation plan; Benefits: Comprehensive benefits package including Medical, Dental, Vision, 401(k), PTO, etc.

Skills & Requirements

Must-have

  • Client relationship management
  • Digital marketing execution
  • Financial planning support
  • Portfolio holdings analysis
  • Client service model delivery

Nice-to-have

  • Client-first mindset
  • Adaptable and multi-tasking
  • Goal-oriented and results-driven
  • Collaborative team player

Key Requirements

  • 5+ years of relevant work experience
  • Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
  • Four-year college degree or professional certification preferred

Work Rights

Not specified

Tailored Resume

Cover Letter