Wealth Management Associate: Fast-Track Licensing & Growth

711 MS Smith Barney, LLC; United States; On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive base salary

Health benefits

401(k) with company match

Stock Purchase Program

Licensing support

Immersive learning

Job summary

Morgan Stanley is seeking candidates for the Wealth Management VEA Program, designed to give you firsthand experience working with top Financial Advisors at a leading global firm. You will explore digital marketing, client relationships, and financial planning while earning licenses and pursuing professional designations.

The program offers hands-on projects, mentorship, and opportunities to develop a solid foundation in wealth management, with sponsorship for Series 7/63, and access to FPS/CFP

Qualifications

• A bachelor’s degree with a proven track record of academic success.
• Prior professional experience would be an asset but not required.
• SIE exam completed prior to interviewing; firm sponsors Series 7 & 63 exams.
• Strong written and verbal communication, client, and interpersonal skills.
• Ability to learn quickly and adopt new technologies.
• Extraordinarily high level of motivation and commitment to working hard and staying organized in a competitive, fast-paced environment.
• Ability to balance multiple priorities under pressure and time constraints.
• Authorization to work in the U.S. without durational restrictions.
• Successful completion of background check and pre-employment assessments.

Responsibilities

• Set up and execute digital marketing strategies for FAs across multiple social media platforms and their website.
• Curate marketing campaigns targeting segments of an FA's business to drive engagement.
• Identify opportunities analyzing client relationships and providing tactical recommendations to help FAs better support their clients.
• Leverage the Firm’s proprietary financial planning resources while partnering with experienced FAs to support their clients and the adoption of Goals Based Wealth Management strategies.
• Work with clients and gather information to build, analyze, and present plans in a thoughtful and effective manner.
• Generate and present reports to FAs highlighting areas of opportunity and improvement in your strategy to grow their business.
• Regularly participate in meetings with management to share best practices and areas of opportunity.

Job description

Morgan Stanley is seeking candidates for the Wealth Management VEA Program, designed to give you firsthand experience working with top Financial Advisors at a leading global firm. You will explore digital marketing, client relationships, and financial planning while earning licenses and pursuing professional designations.

The program offers hands-on projects, mentorship, and opportunities to develop a solid foundation in wealth management, with sponsorship for Series 7/63, and access to FPS/CFP