Wealth Management Virtual Engagement Associate – 2027

Jobtailor; Dallas (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Morgan Stanley is seeking a candidate for its client engagement program in the United States to support Financial Advisors in business development and tailor client outreach strategies. You will help develop digital content, campaigns, and data-driven insights to strengthen client relationships.

Through the two-year program, you will gain licensing experience (SIE, Series 7/63), learn AI-driven solutions, and contribute to onboarding processes while collaborating with advisory teams.

Qualifications

• Bachelor's degree with a proven track record of academic success.

Responsibilities

• Support Financial Advisors in business development through client engagement roles.
• Partner with Financial Advisors to understand business goals and tailor client engagement strategies.
• Build and execute digital and targeted client outreach strategies.
• Create social media and website content and segmented client communication campaigns.
• Develop structured communication cadences to increase client touchpoints and deepen relationships.
• Analyze client relationships and engagement data to identify opportunities and recommend improvements.
• Support workplace engagement initiatives and communicate the value of financial advisor partnerships.
• Apply financial planning tools to gather client information, build and analyze plans, and communicate results and next steps.
• Educate clients on wealth solutions and support end-to-end onboarding.
• Develop product and solutions fluency across advisory programs and select investment and insurance solutions.
• Create and present business insights, reports, and readouts for Financial Advisors and leadership.
• Share best practices to continuously improve strategy.
• Complete licensing period, training, and assessments over the two-year and three-month program

Skills

Client Engagement

Data Analysis

Digital Outreach

Content Creation

Business Insights

Strong Written Communication

Interpersonal Skills

Adaptability

AI Tools

Education

Bachelor's degree

Securities Industry Essentials (SIE)

Series 7

Series 63

Tools

AI Tools

Social Media Platforms

Website Content Management

Job description

• Support Financial Advisors in business development through client engagement roles
• Partner with Financial Advisors to understand business goals and tailor client engagement strategies
• Build and execute digital and targeted client outreach strategies
• Create social media and website content and segmented client communication campaigns
• Develop structured communication cadences to increase client touchpoints and deepen relationships
• Analyze client relationships and engagement data to identify opportunities and recommend improvements
• Support workplace engagement initiatives and communicate the value of financial advisor partnerships
• Apply financial planning tools to gather client information, build and analyze plans, and communicate results and next steps
• Educate clients on Morgan Stanley wealth solutions and support end-to-end onboarding
• Develop product and solutions fluency across advisory programs and select investment and insurance solutions
• Create and present business insights, reports, and readouts for Financial Advisors and leadership
• Share best practices to continuously improve strategy
• Complete a rigorous licensing period, training, and assessments over the two-year and three-month program

Requirements

• 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
• Series 7 and 63 exams require completion within the provided timeframe
• Strong written and verbal communication, client, and interpersonal skills
• Flexibility and adaptability
• Ability to quickly learn and apply new technologies, processes and tools
• Experience in prompt engineering and strong understanding of AI tools and technologies preferred
• Hands-on experience in optimizing AI-driven solutions preferred
• High 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
• Legally authorized to work in the United States
• Must not require, now or in the future, sponsorship for employment visa status
• Successful completion of background check and pre-employment assessments

Core Competencies

Demonstrates expertise in client engagement strategies, financial planning tools, and digital outreach initiatives. Proficient in analyzing client data to enhance relationships and support financial advisors in achieving business goals.

Highest-signal resume keywords

• Client Engagement Strategies
• Financial Planning Tools
• Securities Industry Essentials (SIE)
• Series 7 and 63 Exams
• AI Tools and Technologies

ATS Optimization Keywords

Hard Skills

• Client Communication Campaigns
• Data Analysis
• Digital Outreach Strategies
• Content Creation
• Business Insights Reporting

Soft Skills

• Strong Written Communication
• Interpersonal Skills
• Flexibility
• Adaptability
• Organizational Skills

Certifications & Qualifications

• Securities Industry Essentials (SIE)
• Series 7 Exam
• Series 63 Exam

Industry Keywords

• Financial Advisors
• Wealth Solutions
• Client Touchpoints
• Engagement Data
• Onboarding Processes

Tools & Technologies

• AI-Driven Solutions
• Financial Advisor Partnerships
• Social Media Platforms
• Website Content Management