Wealth Management Associate

Morgan Stanley

Newtown Square, United States
Strong interpersonal skills
Client service experience
Knowledge of financial products
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 focus on delivering an exceptional client experience.
  • Morgan Stanley is committed to diversity and offers comprehensive employee benefits.

Matching Summary

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

Skills & Requirements

Must-have

  • Strong interpersonal skills
  • Client service experience
  • Knowledge of financial products

Nice-to-have

  • Leadership skills
  • Team collaboration
  • Adaptability in fast-paced environment

Key Requirements

  • 5+ years 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