Wealth Management Associate: Client Experience & Strategy

Morgan Stanley; Menlo Park (CA); On-site; USD 75,000 - 125,000; Full time

Job summary

Morgan Stanley is seeking a Wealth Management Associate in Menlo Park, CA to support Financial Advisors with client servicing, investment guidance and marketing to grow relationships. You’ll prepare presentations, analyze accounts, and help deliver a high‑quality client experience across brokerage and advisory services.

The role requires strong relationship skills, familiarity with financial products, and the ability to work with a team to meet client needs in a fast‑paced environment.

Qualifications

• 5+ years of work experience in a field relevant to the position required.
• Four-year college degree or professional certification preferred.
• Active SIE, Series 7 and 66 (or 63 and 65) licenses.

Responsibilities

• Establishes and cultivates trusting relationships with clients and helps them understand investments and planning strategies.
• Assists in development and delivery of financial and investment strategies to address client goals.
• Leads efforts to enhance client experience with value, service, and attention to detail.
• Prepares performance reports and data for clients, evaluating account performance and portfolio holdings.
• Develops presentations and proposals to support business opportunities and client meetings.

Skills

Relationship management

Client communication

Presentation skills

Team collaboration

Microsoft Office

Financial products knowledge

Education

Bachelor's degree

Professional certification preferred

Active SIE, Series 7 & 66 licenses

Tools

Microsoft Office

Financial planning tools

Job description

Morgan Stanley is seeking a Wealth Management Associate in Menlo Park, CA to support Financial Advisors with client servicing, investment guidance and marketing to grow relationships. You’ll prepare presentations, analyze accounts, and help deliver a high‑quality client experience across brokerage and advisory services.

The role requires strong relationship skills, familiarity with financial products, and the ability to work with a team to meet client needs in a fast‑paced environment.