Private Wealth Associate: Client Advisory & Growth

711 MS Smith Barney, LLC; Menlo Park (CA); On-site; USD 75,000 - 125,000; Full time

Job summary

Morgan Stanley wealth management team in Menlo Park seeks a Wealth Management Associate to be the initial client contact across services from accounts to financial planning. Under the supervision of a Financial Advisor / Private Wealth Advisor, the role blends relationship management with marketing and product knowledge to build lasting client partnerships.

The position requires 5+ years of relevant experience, a four-year degree or professional certification, and licenses such as SIE, Series 7

Qualifications

• 5+ years of work experience in a field relevant to the position.
• Four-year college degree or professional certification preferred.
• Active SIE, Series 7 and 66 licenses (or 63 and 65).
• Knowledge of financial products and industry compliance rules.
• Strong written and verbal communication skills.

Responsibilities

• Establish and cultivate trusting client relationships and explain investments and planning strategies with team guidance.
• Assist Advisors in developing and delivering financial strategies tailored to goals.
• Lead efforts to streamline client experience with emphasis on value and detail.
• Prepare performance reports and analyze portfolios for clients.
• Develop materials and proposals to support new business opportunities.
• Support client meetings and coordinate market research as needed.

Skills

Relationship management

Marketing skills

Communication skills

Problem solving

Team collaboration

Microsoft Office

Education

Bachelor's degree or professional certification

Tools

Microsoft Office

Job description

Morgan Stanley wealth management team in Menlo Park seeks a Wealth Management Associate to be the initial client contact across services from accounts to financial planning. Under the supervision of a Financial Advisor / Private Wealth Advisor, the role blends relationship management with marketing and product knowledge to build lasting client partnerships.

The position requires 5+ years of relevant experience, a four-year degree or professional certification, and licenses such as SIE, Series 7