Wealth Portfolio Support Specialist

711 MS Smith Barney, LLC; Pasadena (CA); On-site; USD 68,000 - 120,000; Full time

Job summary

Morgan Stanley is seeking a Portfolio Management Associate to support Financial Advisors and PWAs in delivering tailored client experiences. You will help develop financial plans, review client reports, and assist with research and meetings, leveraging strong interpersonal and organizational skills.

Role requires 2+ years of relevant experience, a 4-year degree preferred, and active Series 7/66 or Series 63/65 licenses.

Qualifications

• 2+ years of experience in a field relevant to the position
• Four-year college degree preferred
• Active Series 7 and Series 66 or Series 63 and Series 65 required
• Knowledge of financial services products including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
• Strong written, interpersonal and client service skills
• Proficient with MS Excel and general office software

Responsibilities

• Enter new or adjust existing asset allocations as directed by 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 as directed
• Review new client prospects developed through leads and referrals
• Support marketing efforts including conferences, seminars, webinars, websites and email communications
• Provide feedback on tools and resources to Portfolio Management partners

Skills

Client service

Interpersonal skills

Time management

Team player

Adaptable

Goal oriented

Education

Bachelor's degree preferred

Series 7/66 licenses required

Alternative Series 63/65 licenses

Tools

MS Excel

MS Office

Job description

Morgan Stanley is seeking a Portfolio Management Associate to support Financial Advisors and PWAs in delivering tailored client experiences. You will help develop financial plans, review client reports, and assist with research and meetings, leveraging strong interpersonal and organizational skills.

Role requires 2+ years of relevant experience, a 4-year degree preferred, and active Series 7/66 or Series 63/65 licenses.