Wealth Management Associate
Core
First point of contact for clients on account servicing, financial plans, and investment portfolios, combining relationship management with marketing skills to cultivate long-term client relationships.
Role type
Wealth Management Associate (Advisory Support)
Builds
Client experience, financial planning strategies, performance reports, and business development materials for Morgan Stanley's private wealth clients.
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Relationship management, financial planning, investment analysis, presentation development, compliance knowledge, event management, business development, data analysis, project coordination
Preferred skills
Four-year college degree, professional certification, knowledge of financial industry and investment products
Technologies
Microsoft Office (Word, Excel, PowerPoint), firm financial planning tools
Responsibilities
Establish and cultivate trusting relationships with new and existing clients; Assist Financial Advisors in developing and delivering financial and investment strategies; Lead team-wide efforts to organize, streamline, and enhance client experience; Prepare performance reports and analyze investment portfolio holdings; Develop presentation materials and proposals to assist in cultivating new business opportunities; Conduct quarterly/annual business performance reviews; Manage events, webinars, and seminars; Execute orders in Brokerage and Advisory accounts; Identify and implement practice management opportunities.
Seniority
Mid-level, hands-on IC