Wealth Management Engagement Associate (In-Person)

Morgan Stanley; Chicago (IL); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Competitive base salary

401(k) with firm matching

Health, dental, vision insurance

SIE/7/63 license sponsorship

Job summary

Morgan Stanley’s Wealth Management Virtual Engagement Associate (VEA) Program offers a two-year plus training pathway designed to prepare you for a career alongside top Financial Advisors. You will rotate into roles such as Client Engagement Associate, Financial Planning Associate, Workplace Engagement Associate, or Wealth Solutions Associate, depending on fit and business needs.

The program emphasizes licensing, hands-on training, and exposure to advisory workflows across six office locations,

Qualifications

• Bachelor’s degree with academic success.
• SIE exam completed; Series 7/63 sponsorship provided.
• Strong written and verbal communication and client skills.
• Flexibility and ability to learn new technologies and tools.

Responsibilities

• Partner with Financial Advisors to align client engagement with business goals.
• Build and execute digital and targeted client outreach strategies.
• Develop structured communication cadences to increase client touchpoints.
• Analyze client relationships and engagement data to identify opportunities.

Skills

Interpersonal communication

Numerical aptitude

Data/metrics analysis

Organizational skills

Analytical mindset

Attention to detail

Adaptability

Prompt engineering

AI tools

Education

Bachelor's degree

Tools

AI tools

Prompt engineering

Job description

Morgan Stanley’s Wealth Management Virtual Engagement Associate (VEA) Program offers a two-year plus training pathway designed to prepare you for a career alongside top Financial Advisors. You will rotate into roles such as Client Engagement Associate, Financial Planning Associate, Workplace Engagement Associate, or Wealth Solutions Associate, depending on fit and business needs.

The program emphasizes licensing, hands-on training, and exposure to advisory workflows across six office locations,