Wealth Engagement Associate – Return-to-Work Program

Morgan Stanley; Dallas (TX); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Competitive salary

Health insurance

401(k) match

ESPP

Licensing support (Series 7/63)

Job summary

Morgan Stanley in Dallas offers a Return-to-Work program designed for professionals re-entering the workforce. The VEA tracks multiple roles and includes licensing, training, and mentorship to build a solid foundation in wealth management.

The two-year program (plus licensing) aims to prepare you for advanced roles with experienced financial advisors, providing exposure to business development, client engagement, planning tools, and cross‑functional collaboration.

Qualifications

• We seek motivated candidates from diverse backgrounds with strong communication, numeracy, and analytic skills.
• Candidates should have a bachelor’s degree and complete the SIE exam; sponsorship for the Series 7/63 is provided.
• Experience with AI tools and prompt engineering is preferred; ability to learn new technologies quickly.

Responsibilities

• Support wealth management initiatives, partnering with financial advisors to understand client goals.
• Assist in client outreach, digital campaigns, and structured communication cadences.
• Analyze client relationships and engagement data to identify opportunities and improvements.
• Contribute to workplace engagement efforts and onboarding to drive platform adoption.

Skills

Interpersonal communication

Numerical aptitude

Organizational skills

Analytical mindset

Attention to detail

Prompt engineering

AI tools familiarity

Education

Bachelor’s degree

SIE exam completed

Job description

Morgan Stanley in Dallas offers a Return-to-Work program designed for professionals re-entering the workforce. The VEA tracks multiple roles and includes licensing, training, and mentorship to build a solid foundation in wealth management.

The two-year program (plus licensing) aims to prepare you for advanced roles with experienced financial advisors, providing exposure to business development, client engagement, planning tools, and cross‑functional collaboration.