Wealth Management Associate: Client Strategy & Service

Socket.dev; West Des Moines (IA); On-site; USD 60,000 - 90,000; Full time

Job summary

Morgan Stanley in Des Moines area seeks a Wealth Management Associate to support financial advisors and clients with account servicing, financial plans and investment portfolios. You will combine relationship management with marketing and product knowledge to deliver a consistent client experience.

Under supervision of the Financial Advisor/Private Wealth Advisor, you will prepare performance reports, help develop proposals, participate in client meetings, and assist with brokerage and advisory

Qualifications

• 5+ years of work experience in a field relevant to the position
• Four-year college degree or professional certification preferred
• Active SIE, Series 7 and 66 (or 63 and 65) licenses
• Additional product licenses may be required
• Enjoys working with people and problem solving
• Effective written and verbal communication skills
• Knowledge of financial industry and investment products preferred
• Strong understanding of applicable compliance rules, regulations and firm policies
• Able to work independently and effectively on a team
• Demonstrates leadership skills
• Strong computer skills, including Microsoft Office (Word, Excel and PowerPoint)
• Detail-oriented with superior organizational skills and ability to prioritize tasks
• Ability and interest in working in a fast-paced, evolving environment

Responsibilities

• Establishes and cultivates trusting client relationships and explains investments and planning strategies
• Assists advisors in development and delivery of financial and investment strategies
• Leads efforts to enhance client experience with value, service and attention to detail
• Uses planning tools to analyze financial information and present to clients with advisors
• Prepares performance reports and data for clients including portfolio analysis
• Educates clients about products and services
• Develops presentation materials and proposals for new business
• May participate in client meetings on behalf of advisors
• Executes orders in brokerage and advisory accounts
• Provides market and stock research to clients
• Creates strategy reports and communications for advisors
• Conducts quarterly/annual business reviews with advisors
• Manages events, webinars and seminars with advisors

Skills

Relationship management

Communication

Problem solving

Teamwork

Attention to detail

Sales/marketing

Microsoft Office

Financial industry knowledge

Education

Bachelor’s degree or equivalent

Active SIE, Series 7 and 66 licenses

Tools

Financial planning tools

Microsoft Excel

Job description

Morgan Stanley in Des Moines area seeks a Wealth Management Associate to support financial advisors and clients with account servicing, financial plans and investment portfolios. You will combine relationship management with marketing and product knowledge to deliver a consistent client experience.

Under supervision of the Financial Advisor/Private Wealth Advisor, you will prepare performance reports, help develop proposals, participate in client meetings, and assist with brokerage and advisory