Wealth Management VEA Program: Launch Your Finance Career

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

Benefits offered by this job

Competitive compensation

401(k) matching

Employee stock purchase plan

Professional designations support

Job summary

Morgan Stanley is seeking a participant for its Wealth Management VEA Program to gain first-hand experience with top Financial Advisors at a leading global institution. You will work closely with senior FAs, learning the practices that drive successful client relationships and building a strong foundation in wealth management.

The program offers structured licensing—including Series 7/63—and additional designations, with training across digital marketing, financial planning, and client service.

Qualifications

• Bachelor’s degree with proven academic success.
• SIE exam completed prior to interviewing; Series 7 and 63 sponsorship.
• Strong written and verbal communication and interpersonal skills.

Responsibilities

• Set up and execute digital marketing strategies for FAs across multiple social media platforms and their website.
• Curate marketing campaigns targeting segments of an FA's business to drive engagement.
• Identify opportunities analyzing client relationships and providing tactical recommendations to help FAs better support their clients.
• Leverage the Firm’s proprietary financial planning resources while partnering with experienced FAs to support their clients and the adoption of Goals Based Wealth Management strategies.
• Work with clients and gather information to build, analyze, and present plans in a thoughtful and effective manner.
• Generate and present reports to FAs highlighting areas of opportunity and improvement in your strategy to grow their business.
• Regularly participate in meetings with management to share best practices and areas of opportunity

Skills

Interpersonal communication

Written communication

Analytical ability

Education

Bachelor's degree

Job description

Morgan Stanley is seeking a participant for its Wealth Management VEA Program to gain first-hand experience with top Financial Advisors at a leading global institution. You will work closely with senior FAs, learning the practices that drive successful client relationships and building a strong foundation in wealth management.

The program offers structured licensing—including Series 7/63—and additional designations, with training across digital marketing, financial planning, and client service.