Wealth Management Virtual Engagement Associate – Program

Jobtailor; Arizona; On-site; USD 55,000 - 75,000; Full time

Job summary

Morgan Stanley in the United States is seeking a Program Associate to support top Financial Advisors in business development, client engagement, and onboarding. You will partner with Advisors to understand goals and tailor outreach strategies, and you will build structured communication cadences to deepen relationships.

You will analyze client data to identify opportunities, develop actionable insights, and present reports to Advisors and leadership.

Qualifications

• Bachelor's degree required with strong academic record.
• SIE exam completed prior to interviewing.
• Series 7 and 63 exams completed within the 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 AI tools preferred.
• Hands-on experience optimizing AI-driven solutions preferred.
• High motivation and organization in a fast-paced environment.
• Ability to balance multiple priorities under pressure and time constraints.
• Legally authorized to work in the United States; no visa sponsorship needed now or in the future.
• Successful completion of background check and pre-employment assessments.

Responsibilities

• Support top Financial Advisors in business development and client engagement.
• Partner with Financial Advisors to understand business goals and tailor client engagement strategies.
• Build and execute digital and targeted client outreach strategies.
• Develop structured communication cadences to increase client touchpoints and deepen relationships.
• Analyze client relationships and engagement data to identify opportunities and improvements.
• Support workplace engagement initiatives.
• Apply financial planning tools to gather client information, build and analyze plans, communicate results.
• Educate clients on wealth solutions and support onboarding.
• Develop fluency across advisory programs and investment/insurance solutions.
• Create and present business insights, reports, and readouts for Advisors and leadership.
• Share best practices to improve strategy.
• Complete licensing, training, and assessments during the program.
• Collaborate with different Advisors to understand how they run their practices.

Skills

Client engagement

Data analysis

AI tools

Prompt engineering

AI-driven solutions

Education

Bachelor’s degree

Tools

Financial Planning Tools

AI Tools

Job description

• Support top Financial Advisors in business development and client engagement
• Partner with Financial Advisors to understand business goals and tailor client engagement strategies
• Build and execute digital and targeted client outreach strategies
• 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
• Apply financial planning tools to gather client information, build and analyze plans, and communicate results
• 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 licensing, training, and assessments during the program
• Work with different Financial Advisors to understand how they run their practices

Requirements

• Bachelor’s degree with a proven track record of academic success
• Securities Industry Essentials (SIE) exam completed prior to interviewing
• Completion of Series 7 and 63 exams 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 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 data analysis to enhance client relationships and support Financial Advisors. Proficient in developing targeted outreach strategies and presenting business insights while maintaining strong communication and organizational skills.

Highest-signal resume keywords

• Bachelor's Degree
• Securities Industry Essentials (SIE) Exam
• Series 7 and 63 Exams
• Client Engagement Strategies
• AI Tools and Technologies

Hard Skills

• Financial Planning Tools
• Data Analysis
• Client Outreach Strategies
• Business Insights Presentation
• Prompt Engineering
• AI-Driven Solutions Optimization

Soft Skills

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

Certifications & Qualifications

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

Industry Keywords

• Financial Advisors
• Client Engagement
• Wealth Solutions
• Onboarding
• Workplace Engagement Initiatives