Senior Wealth Management Associate — Client Experience Leader

711 MS Smith Barney, LLC; Golden Glades (FL); On-site; USD 75,000 - 120,000; Full time

Job summary

Morgan Stanley is seeking a seasoned Wealth Management Associate to support FAs/PWAs and teams. You will help manage client relations, prepare for meetings, and execute administrative tasks across digital and marketing channels.

Ideal candidates have 5+ years of relevant experience, a four-year degree or professional certification, and Series 7/66 or Series 63/65 licensing. Fluent Spanish and strong MS Office skills are a plus.

Qualifications

• 5+ years of work experience in a field relevant to the position
• Four-year college degree or professional certification preferred
• Active Series 7/66 or Series 63/65 licenses required
• Spanish fluency is a plus
• Knowledge of financial services products (equities, bonds, funds, annuities)
• Strong PC skills and MS Office proficiency

Responsibilities

• Provide senior level client support for FAs/PWAs/teams
• Assist in organizing business plans with Practice Strategy Consultants and Branch Management
• Prepare client reports and financial plans from firm-approved systems
• Support digital and in-person marketing efforts (conferences, seminars, websites, email)

Skills

Spanish fluency

Leadership

Interpersonal skills

Attention to detail

Client service

Time management

Team player

Education

Bachelor’s degree or professional certification

Series 7/66/63/65 licenses

Tools

MS Excel

MS Office

Job description

Morgan Stanley is seeking a seasoned Wealth Management Associate to support FAs/PWAs and teams. You will help manage client relations, prepare for meetings, and execute administrative tasks across digital and marketing channels.

Ideal candidates have 5+ years of relevant experience, a four-year degree or professional certification, and Series 7/66 or Series 63/65 licensing. Fluent Spanish and strong MS Office skills are a plus.