Client-Focused Wealth Management Associate

711 MS Smith Barney, LLC; Washington (District of Columbia); On-site; USD 75,000 - 125,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k)

Paid time off

Holidays

Job summary

Morgan Stanley Wealth Management is seeking a highly experienced Associate to support Financial Advisors and Private Wealth Advisors. This role focuses on delivering superior client service, managing client relationships, and supporting in areas like digital marketing, portfolio holdings, proposals, and financial planning.

You will coordinate with the team, prepare for meetings, track follow-ups, and ensure timely service.

Qualifications

• 5+ years of work experience in a field relevant to the position required.
• Four-year college degree or professional certification preferred.
• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required.
• Additional product licenses may be required.

Responsibilities

• Provide client service coverage for an FA/PWA/team, cultivating relationships.
• Support business development through organizing marketing strategies and client reports.
• Assist with research using firm-approved systems and prepare for meetings.
• Participate in firm initiatives and other duties directed by local management.

Skills

Leadership

Financial products knowledge

MS Excel

Interpersonal skills

Time management

Team player

Adaptable

Multi-tasking

Written communication

Fast-paced environment

Education

Bachelor's degree or professional certification

Series 7/66/63/65 licenses

Tools

MS Office

Specialized systems

Job description

Morgan Stanley Wealth Management is seeking a highly experienced Associate to support Financial Advisors and Private Wealth Advisors. This role focuses on delivering superior client service, managing client relationships, and supporting in areas like digital marketing, portfolio holdings, proposals, and financial planning.

You will coordinate with the team, prepare for meetings, track follow-ups, and ensure timely service.