Job summary
Job post source
This job is directly from Morgan Stanley
Job overview
The Wealth Management Associate role at Morgan Stanley supports Financial Advisors and Private Wealth Advisors by providing exceptional client service and assisting with digital marketing, portfolio management, and financial planning to enhance client relationships.
Responsibilities and impact
The associate will cultivate relationships, support client service functions, assist in business development and marketing efforts, prepare client reports, participate in client meetings, and engage in firm initiatives and special projects.
Experience and skills
Candidates need 5+ years relevant experience, a four-year degree or professional certification preferred, active Series 7 and Series 66 or equivalent licenses, strong leadership, financial product knowledge, technical proficiency, organizational skills, and excellent interpersonal abilities.
Career development
Morgan Stanley offers opportunities for career growth through exposure to various business areas and encourages employees to move within the company based on passion and performance.
Work environment and culture
Morgan Stanley values client-first service, integrity, diversity, inclusion, collaboration, and supports employees with comprehensive benefits in a fast-paced, evolving environment.
Company information
Morgan Stanley is a global financial services firm with over 89 years of history, operating in 42 countries with more than 80,000 employees, committed to excellence and diversity.
Unique job features
The role involves working closely with senior advisors and engaging in both client-facing and back-office functions, offering a blend of service, marketing, and financial planning responsibilities unique to Morgan Stanley's wealth management approach.
Company overview
Morgan Stanley is a leading global financial services firm that provides investment banking, securities, wealth management, and investment management services. The company generates revenue through advisory fees, trading commissions, asset management fees, and interest income from lending activities. Founded in 1935, Morgan Stanley has a rich history marked by its role in major financial transactions and its resilience through economic cycles. The firm is known for its strong client relationships and innovative financial solutions.
How to land this job
Tailor your resume to highlight your strong client service skills, leadership capabilities, and experience supporting financial advisors in delivering exceptional client experiences, as emphasized in the Wealth Management Associate role at Morgan Stanley.
Emphasize your proficiency with financial products, digital tools, and platforms such as MS Excel, along with your ability to manage multiple tasks in a fast-paced environment, reflecting the job's technical and organizational demands.
Apply through multiple channels including Morgan Stanley's corporate careers site, LinkedIn, and other job portals to maximize your application visibility for this position.
Connect with current Wealth Management Associates or Financial Advisors at Morgan Stanley on LinkedIn to gain insights about the team and role; use ice breakers like commenting on recent Morgan Stanley initiatives, asking about their client engagement strategies, or expressing enthusiasm for the firm's commitment to diversity and client-first values.
Optimize your resume for ATS by incorporating keywords from the job description such as 'client service,' 'financial products,' 'Series 7,' 'digital marketing,' 'portfolio management,' and 'team collaboration' to improve your chances of passing automated screenings.
Use Jennie Johnson's Power Apply feature to automate tailoring your resume, identify the best application channels, and find relevant LinkedIn contacts, allowing you to focus your time on preparing for interviews and networking effectively.
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