Wealth Management Associate: Client Services & Growth

Morgan Stanley; Paramus (NJ); On-site; USD 75,000 - 125,000; Full time

Benefits offered by this job

Medical insurance

401(k) plan

Paid time off

Job summary

Morgan Stanley Wealth Management is seeking a dedicated Wealth Management Associate in Paramus, NJ. The role supports Financial Advisors and PWAs, delivering exceptional client experiences and handling marketing, portfolio, proposals, and planning tasks.

Ideal candidates have 5+ years in a related field, relevant licenses (Series 7/66/63/65), and strong communication and organization skills. Collaboration with teams and ongoing training are emphasized.

Qualifications

• Minimum 5 years of work experience in a field relevant to the position.
• Bachelor’s degree or professional certification preferred.
• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required.
• Additional product licenses may be required.

Responsibilities

• Cultivate relationships with internal and external business partners.
• Support FA/PWA/team in delivering exceptional client service.
• Prepare for meetings and track follow-ups.
• Provide backup coverage for client service and money movements.
• Assist with digital marketing, conferences, and client reports.
• Participate in meetings and firm initiatives.

Skills

Client service

Relationship building

Interpersonal skills

MS Excel

Attention to detail

Team player

Communication

Education

Bachelor’s degree or professional certification

Active Series 7 and Series 66/63/65 licenses

Tools

CRM systems

Job description

Morgan Stanley Wealth Management is seeking a dedicated Wealth Management Associate in Paramus, NJ. The role supports Financial Advisors and PWAs, delivering exceptional client experiences and handling marketing, portfolio, proposals, and planning tasks.

Ideal candidates have 5+ years in a related field, relevant licenses (Series 7/66/63/65), and strong communication and organization skills. Collaboration with teams and ongoing training are emphasized.