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 industry professional combines relationship management with marketing skills, and product knowledge to cultivate longstanding relationships with clients.
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.
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 utilization
Investment portfolio analysis
Client meeting participation
Order execution in accounts
Marketing initiative development
Nice-to-have
Enjoys working with people
Problem-solving aptitude
Effective communication skills
Leadership skills demonstration
Detail-oriented approach
Key Requirements
5+ years of relevant work experience
Four-year college degree or professional certification preferred
Active SIE, Series 7 and 66 (or 63 and 65) licenses