Wealth Portfolio Associate: Client-Focused & Impact-Driven

Morgan Stanley; Red Bank (NJ); On-site; USD 75,000 - 125,000; Full time

Job summary

Morgan Stanley is seeking a Portfolio Management Associate to support Financial Advisors and Private Wealth Advisors in delivering client-centric financial plans and investment strategies. The role focuses on understanding market conditions and producing high-quality client experiences through asset allocations, reporting, and research.

The position requires 2+ years of relevant experience, a four-year degree or professional certification, and securities licenses (Series 7/66 or 63/65).

Qualifications

• 2+ years of experience in a field relevant to the position.
• Four-year college degree or professional certification preferred.
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required.
• Additional product licenses may be required.

Responsibilities

• Enter new or adjust existing asset allocations at the direction of the FA/PWA/team.
• Prepare and review client reports from firm-approved systems.
• Assist with research using firm-approved systems.
• Participate in client meetings representing the service lens.
• Update clients’ estate, trust, retirement, and insurance objectives.
• Review new client prospects developed through leads/referrals.
• Support digital and in-person marketing strategies (conferences, seminars, webinars, websites, social media).
• Provide feedback and suggest upgrades to Portfolio Management tools.

Skills

Client service

Interpersonal skills

Time management

Team player

Adaptable & multitask

Detail oriented

Strong writing

Education

Four-year degree or professional certification

Series 7

Series 66

Series 63 & 65 combination

Tools

MS Excel

MS Office

Firm-approved systems

Job description

Morgan Stanley is seeking a Portfolio Management Associate to support Financial Advisors and Private Wealth Advisors in delivering client-centric financial plans and investment strategies. The role focuses on understanding market conditions and producing high-quality client experiences through asset allocations, reporting, and research.

The position requires 2+ years of relevant experience, a four-year degree or professional certification, and securities licenses (Series 7/66 or 63/65).