Job Summary

• Provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors/teams on a daily basis, focusing on areas such as digital marketing, portfolio holdings, financial planning, and reporting.
• Assist in organizing and executing business plans, executing administrative elements of marketing strategies, and preparing client reports or financial plans from firm-approved systems.
• Morgan Stanley offers attractive and comprehensive employee benefits and perks, with ample opportunity for career advancement in an environment that supports and empowers employees.

Matching Summary

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

Key Requirements

• 2+ years of relevant work experience
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
• Four-year college degree or professional certification preferred

Work Rights