Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis
Job Summary
Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.
As senior members of the service team, through regular interactions with clients, individuals in this role build trusted relationships.
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
Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.
Skills & Requirements
Must-have
Exceptional client experience
Digital marketing support
Portfolio holdings and proposal tools
Financial planning assistance
Client relationship cultivation
Nice-to-have
Strong leadership skills
Team player
Goal oriented and self-motivated
Key Requirements
5+ years of work experience
Active Series 7 (GS)
Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Four-year college degree or professional certification preferred