Wealth Management VEA: Client Engagement Associate

PowerToFly; Dallas (TX); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Competitive salary

401(k) with firm match

License prep (Series 7 & 63)

Immersive training program

Job summary

Morgan Stanley's Wealth Management Virtual Engagement Associate Program offers a two-year and three-month path, with licensing and training to prepare you for roles supporting Financial Advisors. You’ll join in one of several tracks, based on qualifications, and gain exposure across business development, client engagement, and planning functions.

Positions operate in-person at six U.S. locations, including Dallas, and are not remote.

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

• Partnering with Financial Advisors to understand their business goals and tailor client 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.

Skills

Interpersonal skills

Numerical aptitude

Organizational skills

Analytical mindset

Attention to detail

Prompt engineering

AI tools experience

Adaptability

Multi-tasking

Education

Bachelor's degree

SIE exam completed

Series 7 & 63 sponsorship

Job description

Morgan Stanley's Wealth Management Virtual Engagement Associate Program offers a two-year and three-month path, with licensing and training to prepare you for roles supporting Financial Advisors. You’ll join in one of several tracks, based on qualifications, and gain exposure across business development, client engagement, and planning functions.

Positions operate in-person at six U.S. locations, including Dallas, and are not remote.