Wealth Management Associate: Client Experience & Strategy

Morgan Stanley; Baltimore (MD); On-site; USD 75,000 - 125,000; Full time

Job summary

Morgan Stanley in Baltimore seeks a Wealth Management Associate to support Financial Advisor(s) and teams, delivering an exceptional client experience by building trusted relationships and coordinating with partners. The role focuses on client service, digital tools, and supporting business development activities.

Ideal candidates will have 5+ years in a related field, a four-year degree (or professional cert), and required licenses (Series 7/66/63/65).

Qualifications

• 5+ years of work experience in a field related to wealth management or financial services.
• Four-year college degree or professional certification preferred.
• Active Series 7 (GS), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required.

Responsibilities

• Provide coverage for an FA/PWA/team including cultivating internal and external relationships.
• Support client relationships and deliver an exceptional client experience.
• Prepare for meetings, track follow-ups, and assign work to team members as needed.
• Assist with money movement, client inquiries, and digital tool enrollment (MS Online).
• Assist with marketing programs, reports, and research as directed by the team.

Skills

Leadership

Client service

Interpersonal skills

Time management

Attention to detail

Education

College degree

Professional certification preferred

Tools

Series 7/66/63/65

MS Office

MS Excel

Job description

Morgan Stanley in Baltimore seeks a Wealth Management Associate to support Financial Advisor(s) and teams, delivering an exceptional client experience by building trusted relationships and coordinating with partners. The role focuses on client service, digital tools, and supporting business development activities.

Ideal candidates will have 5+ years in a related field, a four-year degree (or professional cert), and required licenses (Series 7/66/63/65).