Private Wealth Management, Wealth Management Associate

Morgan Stanley UK

San Francisco, United States
Base: $68,000 - $120,000; bonus/equity: commission...
Client relationship management
Financial planning tools
Investment portfolio analysis
The Wealth Management Associate is an integral member of the advisory team and is responsible for delivering a consistent, positive client experience to help ensure all commitments are completed and delivered in a timely manner

Job Summary

  • The Wealth Management Associate is an integral member of the advisory team and is responsible for delivering a consistent, positive client experience to help ensure all commitments are completed and delivered in a timely manner.
  • Develops customized presentation materials and manages performance measurements on existing accounts to market and attract new clients.
  • 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

The Wealth Management Associate is an integral member of the advisory team and is responsible for delivering a consistent, positive client experience to help ensure all commitments are completed and delivered in a timely manner.

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
  • Financial planning tools
  • Investment portfolio analysis
  • Client experience enhancement
  • Market and stock research

Nice-to-have

  • Enjoys working with people
  • Problem solving skills
  • Creative thinking
  • Passion and grit

Key Requirements

  • 5+ years of work experience
  • Four-year college degree or professional certification preferred
  • Active SIE, Series 7 and 66 (or 63 and 65) licenses

Work Rights

Not specified

Tailored Resume

Cover Letter