Senior Wealth Management Associate

Morgan-Stanley; Town of Islip (NY); On-site; USD 90,000 - 125,000; Full time

Job summary

Morgan Stanley is seeking a Wealth Management Associate to support Financial Advisors and Private Wealth Advisors in New York. The role focuses on delivering exceptional client experiences, maintaining client relationships, and supporting digital marketing, portfolio tools, and financial planning.

The candidate should have 5+ years of related experience, a four-year degree or professional certification, and required licenses (Series 7/66 or Series 63/65).

Qualifications

• 5+ years of work experience in a field relevant to the position.
• 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.
• Knowledge of financial services products including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.

Responsibilities

• Provide coverage for an FA/PWA/team and cultivate relationships with business partners.
• Assist with client service, meetings preparation, and follow-ups.
• Support marketing efforts including digital and in-person events, websites, social media, and email connectivity.
• Prepare client reports or financial plans for existing or prospective clients.
• Assist with research using firm-approved systems and participate in client meetings.

Skills

Client service

Relationship building

Financial products knowledge

MS Excel

MS Office

Communication skills

Time management

Education

Series 7 / 66 / 63 / 65 licenses

Tools

MS Office

Internet applications

Job description

Morgan Stanley is seeking a Wealth Management Associate to support Financial Advisors and Private Wealth Advisors in New York. The role focuses on delivering exceptional client experiences, maintaining client relationships, and supporting digital marketing, portfolio tools, and financial planning.

The candidate should have 5+ years of related experience, a four-year degree or professional certification, and required licenses (Series 7/66 or Series 63/65).