Wealth Management Associate
$68k/y-$120k/y
Morgan Stanley2 days ago
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OnsiteFull-timeMid
Summary
Morgan Stanley is seeking a Wealth Management Associate to join their team in Morristown, NJ. 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 responsible for building trusted relationships with clients, assisting in digital marketing, portfolio management, and financial planning. You will support Financial Advisors and Private Wealth Advisors in enhancing client relationships, preparing for meetings, and ensuring timely client service functions. Additionally, you will assist in executing business plans and marketing strategies, preparing client reports, and participating in client meetings.
About You
Required:
- 5+ years of work experience in a relevant field.
- Active Series 7 and Series 66 or Series 63 and Series 65 licenses.
Preferred:
- Four-year college degree or professional certification.
- Strong knowledge of financial services products including equities, bonds, and mutual funds.
Benefits
- Competitive salary with potential for commission and bonuses.
- Comprehensive employee benefits package including health, dental, and vision coverage.
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.
Morristown, NJ