Base: $68,000 to $120,000 py; bonus/equity: commis...
Client relationship management
Financial planning tools utilization
Investment portfolio analysis
The Wealth Management Associate is an integral member of the advisory team responsible for delivering a consistent, positive client experience and supporting financial advisors in developing and delivering financial and investment strategies
Job Summary
The Wealth Management Associate is an integral member of the advisory team responsible for delivering a consistent, positive client experience and supporting financial advisors in developing and delivering financial and investment strategies.
Morgan Stanley offers a supportive and empowering work environment with comprehensive employee benefits, opportunities for career growth, and a commitment to diversity and inclusion.
The role involves both client-facing duties and business development activities, including organizing events, preparing performance reports, and collaborating across departments to enhance client service.
Matching Summary
The Wealth Management Associate is an integral member of the advisory team responsible for delivering a consistent, positive client experience and supporting financial advisors in developing and delivering financial and investment strategies.
Salary
Base: $68,000 to $120,000 per year; Bonus/Equity: Commission, incentive compensation, discretionary bonuses, and other incentives; Benefits: Comprehensive employee benefits and perks
Skills & Requirements
Must-have
Client relationship management
Financial planning tools utilization
Investment portfolio analysis
Compliance knowledge and adherence
Team collaboration and leadership
Strong organizational skills
Nice-to-have
Marketing and presentation development
Event and seminar coordination
Problem solving and communication skills
Fast-paced environment adaptability
Knowledge of Microsoft Office suite
Key Requirements
5+ years relevant work experience
Four-year college degree or professional certification preferred
Active SIE, Series 7 and 66 (or 63 and 65) licenses