Wealth Management Engagement Specialist Program

711 MS Smith Barney, LLC; Alpharetta (GA); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Competitive base salary

401(k) with firm matching

Employee stock purchase program

Licensing support (Series 7 & 63)

Health and wellness benefits

Paid time off

Job summary

Morgan Stanley Wealth Management invites applicants to the Wealth Management Virtual Engagement Associate (VEA) Program, starting with a two-year-plus track. Roles include Client Engagement Associate, Financial Planning Associate, Workplace Engagement Associate, and Wealth Solutions Associate, with placement based on background and business needs.

The program blends training, licensing, and hands-on experience across six office locations, including Alpharetta, GA, and offers a clear pathway into

Qualifications

• Strong interpersonal communication, numerical aptitude, and attention to detail.
• Bachelor’s degree with academic excellence.
• Securities knowledge and licensing readiness (SIE, Series 7/63) is provided by the program.

Responsibilities

• Partner with Financial Advisors to understand client goals and tailor engagement strategies.
• Build and execute digital client outreach, including social media content and campaigns.
• Develop structured communication cadences to increase touchpoints and deepen relationships.
• Analyze client relationships and engagement data to identify opportunities and provide recommendations.
• Support workplace engagement initiatives and educate clients on Morgan Stanley solutions.

Skills

Interpersonal communication

Numerical aptitude

Organizational skills

Analytical mindset

Attention to detail

Education

Bachelor’s degree

Job description

Morgan Stanley Wealth Management invites applicants to the Wealth Management Virtual Engagement Associate (VEA) Program, starting with a two-year-plus track. Roles include Client Engagement Associate, Financial Planning Associate, Workplace Engagement Associate, and Wealth Solutions Associate, with placement based on background and business needs.

The program blends training, licensing, and hands-on experience across six office locations, including Alpharetta, GA, and offers a clear pathway into