Wealth Engagement Associate - Return to Work (Dallas)

Morgan-Stanley; Dallas (TX); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

401(k) plan

Health insurance

Paid time off

Tuition/licensing assistance

Job summary

Morgan Stanley in Dallas invites experienced professionals returning to work to join our two-year program designed to refresh skills, earn licenses, and gain mentorship in Wealth Management. You will work with top Financial Advisors, supporting client engagement, planning tools, and onboarding processes.

The program runs January 18, 2027 to May 7, 2027 for 16 weeks, with comprehensive training and licensing.

Qualifications

• Bachelor's degree or equivalent; strong academic record.
• SIE exam completed or in process; licensing support provided.

Responsibilities

• Assist Financial Advisors in client engagement and outreach.
• Support onboarding, planning tools, and reporting for client journeys.
• Develop and present business insights for advisor teams.

Skills

Interpersonal skills

Numerical aptitude

Data-driven

Analytical mindset

Attention to detail

SIE exam

Education

Bachelor's degree

Tools

Financial planning tools

CRM software

Job description

Morgan Stanley in Dallas invites experienced professionals returning to work to join our two-year program designed to refresh skills, earn licenses, and gain mentorship in Wealth Management. You will work with top Financial Advisors, supporting client engagement, planning tools, and onboarding processes.

The program runs January 18, 2027 to May 7, 2027 for 16 weeks, with comprehensive training and licensing.