Wealth Management: Virtual Engagement Associate

Morgan Stanley; Alpharetta (GA); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Paid training

Mentorship

Licensing support

Job summary

Morgan Stanley invites experienced professionals back to work through the Return to Work program in Alpharetta. The 16-week paid program offers mentoring, training and placements aligning with your expertise while expanding skills in wealth management support roles.

The Wealth Management Virtual Engagement Associate program places you with top Financial Advisors, providing hands-on experience across client engagement, planning tools, and solutions, with licensing pathways included.

Qualifications

• Candidates should have strong communication, organization, and analytical skills.
• Experience with data-driven client engagement is valued.
• Familiarity with AI concepts and prompt engineering is a plus.

Responsibilities

• Partner with Financial Advisors to understand goals and tailor engagement strategies.
• Develop digital outreach and segmented client communications.
• Create structured cadences to deepen client relationships.
• Analyze client data to identify opportunities and advise on improvements.
• Support workplace engagement initiatives and onboarding activities.
• Apply financial planning tools to gather data and present results.
• Educate clients on wealth solutions and drive adoption of capabilities.
• Build fluency across advisory programs and investment/insurance solutions.
• Prepare business insights and presentations for leadership.

Skills

Interpersonal skills

Numerical aptitude

Data literacy

Organizational skills

Analytical mindset

Attention to detail

Prompt engineering

AI tools

Education

Bachelor's degree

Job description

Morgan Stanley invites experienced professionals back to work through the Return to Work program in Alpharetta. The 16-week paid program offers mentoring, training and placements aligning with your expertise while expanding skills in wealth management support roles.

The Wealth Management Virtual Engagement Associate program places you with top Financial Advisors, providing hands-on experience across client engagement, planning tools, and solutions, with licensing pathways included.