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POSITION SUMMARY:
The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios. Under the direction of the Financial Advisor / Private Wealth Advisor, this industry professional combines relationship management with marketing skills, and product knowledge to cultivate longstanding relationships with clients. This self-starter must be able to work across the team and across the firm to respond quickly and accurately to client questions and concerns. The Wealth Management Associate is an integral member of the advisory team and is responsible for delivering a consistent, positive client experience to help ensure all commitments are completed and delivered in a timely manner.
DUTIES and RESPONSIBILITIES:
Client Support:
Business Development & Operational Support:
Expected base pay rates for the role will be between $50K and $105K 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.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Full Time
Securities
$80k-119k (estimate)
05/24/2023
06/09/2024
morganstanley.com
MANHATTAN, NY
>50,000
1924
RICHARD B FISHER
>$50B
Securities
The job skills required for Wealth Management Associate include Wealth Management, Planning, Commitment, Products and Services, Client Service, Initiative, etc. Having related job skills and expertise will give you an advantage when applying to be a Wealth Management Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Wealth Management Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Wealth Management Associate positions, which can be used as a reference in future career path planning. As a Wealth Management Associate, it can be promoted into senior positions as a Wealth Management Specialist, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Wealth Management Associate. You can explore the career advancement for a Wealth Management Associate below and select your interested title to get hiring information.
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Discussing borrowing, debt management, and a range of specialized lending solutions.
02/28/2022: Queens Village, NY
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1-3 years of trust sales or trust relationship management experience.
04/10/2022: Chattanooga, TN
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