Wealth Management Associate

Morgan Stanley

Houston, Texas, United States
Strong interpersonal skills
Client first mindset
Detail oriented and organized
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 exceptional client experiences.
  • Morgan Stanley values diversity and offers comprehensive employee benefits and opportunities for growth.

Matching Summary

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

Skills & Requirements

Must-have

  • Strong interpersonal skills
  • Client first mindset
  • Detail oriented and organized

Nice-to-have

  • Team player with collaboration skills
  • Adaptable in fast-paced environments
  • Goal oriented and self-motivated

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