Wealth Management Virtual Engagement Associate Program

Jobtailor; Chicago (IL); On-site; USD 70,000 - 100,000; Full time

Job summary

Morgan Stanley in Chicago offers a two-year-and-three-month program to support Financial Advisors with client engagement and business development. You will learn to tailor outreach, use financial planning tools, and contribute to onboarding and client experience improvements.

The role emphasizes AI-enabled solutions, data analysis, and cross-functional collaboration, with licensing exams completed during the track; strong communication and organization are essential.

Qualifications

• Bachelor's degree with a proven track record of academic success.
• SIE exam completed prior to interviewing; Series 7 and 63 completed within timeframe.
• Strong written and verbal communication, client, and interpersonal skills.
• Experience with AI tools and learning new technologies is preferred.

Responsibilities

• Support Financial Advisors in business development and client engagement.
• Partner with Advisors to tailor client engagement strategies.
• Build and execute digital outreach including social media and website content.
• Develop structured communication cadences to increase client touchpoints.
• Analyze client relationships and engagement data to identify improvements.
• Support onboarding and educate clients on wealth solutions.

Skills

Client Engagement Strategies

Financial Planning Tools

AI Tools and Technologies

Written Communication

Interpersonal Skills

Adaptability

Organizational Skills

Education

Bachelor's degree

Securities Industry Essentials (SIE)

Series 7

Series 63

Tools

AI-Driven Solutions

Financial Planning Software

Job description

• Support 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, including social media, website content, and segmented communication campaigns
• Develop structured communication cadences to increase client touchpoints and deepen relationships
• Analyze client relationships and engagement data to identify opportunities and recommend client-experience 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 selected investment and insurance solutions
• Create and present business insights, reports, and readouts for Financial Advisors and leadership
• Participate in licensing, training, assessments, networking, and professional development over the two-year-and-three-month program

Requirements

• Bachelor's degree with a proven track record of academic success
• Prior professional experience is an asset but not required
• 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 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 without current or future employment visa sponsorship
• Successful completion of background check and pre-employment assessments

Core Competencies

Demonstrates expertise in client engagement strategies, financial planning tools, and effective communication to enhance client relationships and support financial advisors. Proficient in analyzing client data to recommend improvements and develop targeted outreach initiatives.

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 Relationship Analysis
• Digital Outreach Strategies
• Communication Cadences
• Business Insights Reporting
• Financial Solutions Fluency

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
• Client Engagement
• Wealth Solutions
• Onboarding
• Professional Development

Tools & Technologies

• AI-Driven Solutions
• Financial Planning Software