Wealth Management Associate

Morgan Stanley

Menlo Park, California, United States
Base: $68,000 - $120,000 py; bonus/equity: not spe...
Client relationship management
Financial planning tools
Investment portfolio analysis
The Wealth Management Associate is the first point of contact with clients, providing a broad array of services related to account servicing and financial plans. This role emphasizes cultivating longstanding relationships with clients while delivering a consistent and positive client experience. Morgan Stanley offers a supportive environment with opportunities for professional growth and comprehensive employee benefits

Job Summary

  • The Wealth Management Associate is the first point of contact with clients, providing a broad array of services related to account servicing and financial plans. This role emphasizes cultivating longstanding relationships with clients while delivering a consistent and positive client experience. Morgan Stanley offers a supportive environment with opportunities for professional growth and comprehensive employee benefits.

Matching Summary

The Wealth Management Associate is the first point of contact with clients, providing a broad array of services related to account servicing and financial plans. This role emphasizes cultivating longstanding relationships with clients while delivering a consistent and positive client experience. Morgan Stanley offers a supportive environment with opportunities for professional growth and comprehensive employee benefits.

Salary

Base: $68,000 - $120,000 per year; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Client relationship management
  • Financial planning tools
  • Investment portfolio analysis

Nice-to-have

  • Effective communication skills
  • Leadership abilities
  • Detail-oriented mindset

Key Requirements

  • 5+ years of relevant work experience
  • Active SIE, Series 7 and 66 licenses
  • Four-year college degree preferred

Work Rights

Not specified

Tailored Resume

Cover Letter