Wealth Management Associate
2 days ago
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OnsiteFull-timeSenior
Summary
Morgan Stanley is seeking a Wealth Management Associate to join their team in Birmingham, MI. The role involves providing exceptional service to clients and supporting Financial Advisors and Private Wealth Advisors.
About the Role
As a Wealth Management Associate, you will be a senior member of the service team, responsible for building trusted relationships with clients and enhancing their experience. Your duties will include client service, business development support, and assisting in digital marketing and financial planning. You will also be involved in organizing and executing business plans, preparing client reports, and participating in client meetings.
About You
Required:
- 5+ years of work experience in a relevant field.
- Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) licenses required.
Preferred:
- Four-year college degree or professional certification.
- Knowledge of financial services products including equities, bonds, options, and mutual funds.
Benefits
- Comprehensive employee benefits and perks.
- Opportunities for career advancement within the company.
Morgan Stanley
Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 42 countries, our firm's employees serve clients worldwide including corporations, governments, institutions and individuals. We are committed to maintaining the first-class service and high standard of excellence that have always defined the firm and everything we do is guided by our five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back.
Birmingham, MI