Wealth Management Associate

Morgan Stanley

Wellesley, United States
Base: $68,000 - $120,000; bonus/equity: commission...
On-site
Client relationship management
Digital marketing execution
Financial planning support
Morgan Stanley is seeking a Wealth Management Associate to provide exceptional client service and support Financial Advisors in Wellesley, United States. The ideal candidate will possess strong interpersonal skills, a client-first mindset, and a comprehensive understanding of financial services products

Job Summary

  • Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.
  • Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and their focus will be on delivering an exceptional client experience.
  • At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered.

Matching Summary

Match Score: 85

Morgan Stanley is seeking a Wealth Management Associate to provide exceptional client service and support Financial Advisors in Wellesley, United States. The ideal candidate will possess strong interpersonal skills, a client-first mindset, and a comprehensive understanding of financial services products.

Salary

Base: $68,000 - $120,000; Bonus/Equity: Commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages; Benefits: Other Morgan Stanley sponsored benefit programs

Skills & Requirements

Must-have

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

Nice-to-have

  • Strong leadership skills
  • Goal oriented and self-motivated
  • Adaptable and multi-tasking ability

Key Requirements

  • Knowledge of financial services products
  • Technically proficient and quick learner
  • Detail oriented with superior organizational skills
  • Expert knowledge of MS Office (Excel)
  • Exceptional writing, interpersonal and client service skills

Work Rights

Not specified

Tailored Resume

Cover Letter