Wealth Management Engagement Associate Program

Morgan Stanley

Alpharetta (GA)

On-site

USD 65,000 - 85,000

Full time

14 days+

Application generator

Turn this role into an interview — a resume and cover letter built around what this employer wants.

Get past ATS filters

Benefits offered by this job

Licensing support

Series 7/63 sponsorship

Competitive benefits

Job summary

Morgan Stanley's Wealth Management Virtual Engagement Associate (VEA) Program offers a two-year plus three-month training track designed to place you in roles supporting Financial Advisors across business development, client engagement, and planning.

The program operates in-person across six locations including Alpharetta, GA, and is not remote; you will earn Series 7/63 licensing and gain exposure to AI-driven tools with clear paths to advanced opportunities.

Qualifications

A bachelor’s degree with a proven track record of academic success. Prior professional experience would be an asset but not required
Securities Industry Essentials (SIE) exam completed prior to interviewing for the program, Firm sponsorship of the Series 7 and 63 exams is provided and requires completion within the provided timeframe
Strong written and verbal communication, client, and interpersonal skills
Demonstrates flexibility and adaptability, with the ability to quickly learn and apply new technologies, processes and tools to meet evolving business needs.
Experience in prompt engineering and a strong understanding of AI tools and technologies preferred, as well as hands-on experience in optimizing AI-driven solutions.
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
To qualify, applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.
Successful completion of background check and pre-employment assessments

Responsibilities

Partner with Financial Advisors to understand goals and tailor engagement strategies to support growth.
Building and executing digital and targeted client outreach strategies, including social media/website content and segmented client communication campaigns.
Developing structured communication cadences that increase meaningful client touchpoints and deepen relationships over time.
Analyzing client relationships and engagement data to identify opportunities and deliver tactical recommendations to enhance the client experience.
Supporting workplace engagement initiatives, including communicating the value of a financial advisor partnership to workplace participants.
Applying financial planning tools and resources to gather client information, build/analyze plans, and communicate results and next steps clearly.
Educating clients on Morgan Stanley wealth solutions and supporting end-to-end onboarding to drive adoption of relevant capabilities (e.g., cash management and self-directed solutions).
Developing product and solutions fluency across advisory programs and select investment/insurance solutions, with exposure to complex implementation and client-facing reporting.
Creating and presenting business insights (e.g., reports and readouts) for FAs and leadership, and sharing best practices to continuously improve strategy.