Wealth Management VEA Program — Launch Your Advisor Career

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

Benefits offered by this job

401(k) with company match

Employee Stock Purchase Program

License sponsorship: Series 7 and 63

Health care and paid time off

Job summary

Morgan Stanley’s Wealth Management Virtual Engagement Associate Program seeks candidates for a two-year and three-month track designed to build a strong foundation in wealth management. Participants rotate into roles like Client Engagement Associate, Financial Planning Associate, Workplace Engagement Associate, or Wealth Solutions Associate, with licensing and training included.

The program starts in 2027 and operates in six offices, not remote.

Qualifications

• Bachelor’s degree or higher preferred
• SIE exam completed prior to interviewing; Series 7/63 sponsorship provided
• Strong written and verbal communication, client and interpersonal skills
• Demonstrates flexibility and adaptability with new technologies, processes and tools
• Experience or interest in prompt engineering and AI-driven solutions helpful
• Highly motivated, organized, and able to manage multiple priorities

Responsibilities

• Partner with Financial Advisors to understand goals and tailor client engagement strategies
• Develop and execute digital and targeted client outreach, incl. social media content and campaigns
• Create structured communication cadences to increase client touchpoints and deepen relationships
• Analyze client relationships and engagement data to identify opportunities and provide recommendations
• Support workplace engagement initiatives and communicate the value of advisor partnerships
• Apply financial planning tools to gather client information, build plans, and present results
• Educate clients on Morgan Stanley wealth solutions and assist onboarding to drive adoption
• Develop product/solutions fluency across advisory programs and investment/insurance solutions
• Prepare business insights and readouts for FAs and leadership

Skills

Communication skills

Numerical aptitude

Organizational skills

Analytic mindset

Adaptability

AI tools familiarity

Education

Bachelor's degree

Securities Industry Essentials (SIE)

Tools

AI tools

Job description

Morgan Stanley’s Wealth Management Virtual Engagement Associate Program seeks candidates for a two-year and three-month track designed to build a strong foundation in wealth management. Participants rotate into roles like Client Engagement Associate, Financial Planning Associate, Workplace Engagement Associate, or Wealth Solutions Associate, with licensing and training included.

The program starts in 2027 and operates in six offices, not remote.