The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios
Job Summary
The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios.
This self-starter must be able to work across the team and across the firm to respond quickly and accurately to client questions and concerns.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence.
Matching Summary
The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios.
Salary
Base: $68,000- $120,000 per year; 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
Financial planning tools
Investment portfolio analysis
Client experience enhancement
Marketing and presentation materials
Nice-to-have
Enjoys working with people
Problem solving skills
Fast-paced environment adaptability
Leadership skills demonstration
Key Requirements
5+ years of work experience
Four-year college degree or professional certification preferred
Active SIE, Series 7 and 66 licenses
Knowledge of financial industry and investment products preferred