Wealth Management Associate

Morgan Stanley

Multiple Locations
Base: $50,000 - $115,000; bonus/equity: eligible f...
Client service experience
Strong interpersonal skills
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 build trusted relationships with clients and enhance their experience.
  • Morgan Stanley offers comprehensive employee benefits and opportunities for career growth.

Matching Summary

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

Salary

Base: $50,000 - $115,000; Bonus/Equity: Eligible for annual discretionary incentive; Benefits: Comprehensive employee benefits offered

Skills & Requirements

Must-have

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

Nice-to-have

  • Team player
  • Adaptable in fast-paced environment
  • Exceptional writing skills

Key Requirements

  • 5+ years of relevant work experience
  • Active Series 7 and Series 66 or 63 and 65 required
  • Four-year college degree preferred

Work Rights

Not specified

Tailored Resume

Cover Letter