Client-Focused Wealth Portfolio Associate

Morgan-Stanley; Newport Beach (CA); On-site; USD 68,000 - 120,000; Full time

Job summary

Morgan Stanley in Newport Beach, CA is seeking a Portfolio Management Associate to support Financial Advisors and Private Wealth Advisors with financial plans and investment strategies, leveraging a client-first mindset.

The role requires knowledge of market conditions, strong communication, and ability to prepare reports, conduct research, and update client objectives; licenses and a 4-year degree preferred.

Qualifications

• 2+ years of 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.
• Knowledge of financial services products including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
• Technically proficient and quick learner of new and updated platforms.

Responsibilities

• Enter new or adjust existing asset allocations as directed by the FA/PWA/team.
• Prepare and review client reports from firm-approved systems for existing or prospective clients.
• Assist with research using firm-approved systems.
• Participate in client meetings, representing the service lens.
• Update clients’ estate, trust, retirement, and insurance objectives as directed.
• Review new client prospects in relation to the FA/PWA/team’s client service model.
• Execute clerical elements of digital and in-person marketing strategies (conferences, webinars, websites, social media, email).
• Provide feedback to Portfolio Management business partners on firm-approved tools and resources.

Skills

Client service mindset

Interpersonal skills

Attention to detail

Time management

Team player

Adaptability

Education

Bachelor's degree or higher preferred

Four-year college degree preferred

Tools

MS Office

Excel

Job description

Morgan Stanley in Newport Beach, CA is seeking a Portfolio Management Associate to support Financial Advisors and Private Wealth Advisors with financial plans and investment strategies, leveraging a client-first mindset.

The role requires knowledge of market conditions, strong communication, and ability to prepare reports, conduct research, and update client objectives; licenses and a 4-year degree preferred.