Morgan Stanley

Morgan Stanley

Wealth Management Associate

New York, New York, United States of America

Sponsorship not specifiedDetected 6 days ago
Business DevelopmentExcelResearchLeadershipTime ManagementAdaptabilityOrganizational SkillsMicrosoft Office

About the role

  • Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and their focus will be on delivering an exceptional client experience.
  • In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools and financial planning.
  • We do it in a way that's differentiated - and we've done that for 90 years.

Responsibilities

  • Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.
  • As senior members of the service team, through regular interactions with clients, individuals in this role build trusted relationships.
  • At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals.

Skills

  • Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences.
  • There's also ample opportunity to move about the business for those who show passion and grit in their work.
  • For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

Compensation

  • Expected base pay rates for the role will be between $75,000 and $125,000 per year at the commencement of employment.
  • However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Benefits

  • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
  • We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.

Equal opportunity

  • https://www.morganstanley.com/people-opportunities/eeo.
  • Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.
  • Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
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This listing is sourced directly from Morgan Stanley's careers page and normalized into a canonical job model.