Wealth Management Associate: Client Experience & Growth

Morgan Stanley; Atlanta (GA); On-site; USD 55,000 - 85,000; Full time

Job summary

Morgan Stanley is seeking a Wealth Management Associate to support Financial Advisors and Private Wealth Advisors in delivering exceptional client experiences. You will assist in digital marketing, portfolio tools, and financial planning while staying current on policies and platforms.

The role emphasizes relationship building, coordination of client meetings, and providing timely service across a fast-paced environment within Morgan Stanley's wealth management teams.

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.
• Strong leadership skills and knowledge of financial products including equities, bonds, options, mutual funds, annuities, insurance.
• Technically proficient with new platforms; detail oriented with strong organizational skills.

Responsibilities

• Cultivate relationships with internal and external partners and deliver exceptional client experience.
• Assist FA/PWA/team in executing business plans and marketing strategies including conferences, webinars, and digital tools.
• Prepare client reports and financial plans using firm-approved systems for existing or prospective clients.
• Support client service model by preparing for meetings and tracking follow-ups; provide coverage for related duties.

Skills

Client service

Interpersonal skills

Financial market knowledge

MS Office / Excel

Time management

Team collaboration

Adaptability

Detail orientation

Education

Bachelor's degree or professional certification

License/Series 7 & Series 66 or Series 63 & 65

Tools

MS Office

Excel

Job description

Morgan Stanley is seeking a Wealth Management Associate to support Financial Advisors and Private Wealth Advisors in delivering exceptional client experiences. You will assist in digital marketing, portfolio tools, and financial planning while staying current on policies and platforms.

The role emphasizes relationship building, coordination of client meetings, and providing timely service across a fast-paced environment within Morgan Stanley's wealth management teams.