Wealth Management VEA: Fast-Track Analyst Program

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

Benefits offered by this job

Competitive base salary

Health care

401(k) with match

Paid time off

Student loan refinancing

Fitness subsidy

Job summary

Morgan Stanley’s Wealth Management VEA Program offers hands-on experience with top Financial Advisors in a global financial institution. You will gain exposure to digital marketing, financial planning, and licensing processes while building a foundation for a long-term career within the firm.

The program enables you to earn licenses, pursue designations, and network across teams, with opportunities to support client strategies and grow a practice under the guidance of experienced FAs.

Qualifications

• Bachelor’s degree or higher with strong academic record.
• SIE exam completed prior to interviewing; sponsor for Series 7/63.
• Excellent written and verbal communication; client-facing skills.

Responsibilities

• Set up and execute digital marketing strategies for financial advisors across platforms.
• Curate campaigns to drive engagement with advisor clients.
• Analyze client relationships and provide tactical recommendations.
• Present plans and reports to financial advisors to grow their business.

Skills

Interpersonal skills

Numerical aptitude

Written communication

Verbal communication

Education

Bachelor's degree

SIE exam completed

Tools

Series 7 license

Series 63 license

FPS designation

Job description

Morgan Stanley’s Wealth Management VEA Program offers hands-on experience with top Financial Advisors in a global financial institution. You will gain exposure to digital marketing, financial planning, and licensing processes while building a foundation for a long-term career within the firm.

The program enables you to earn licenses, pursue designations, and network across teams, with opportunities to support client strategies and grow a practice under the guidance of experienced FAs.