Wealth Management Associate
Core
Senior service team member supporting Financial Advisors in delivering exceptional client experiences, managing client service functions, and assisting with business development and marketing execution.
Role type
Senior Wealth Management Service Associate
Builds
Client service operations, marketing strategies, and financial planning support for existing and prospective clients
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Financial planning, digital marketing execution, client relationship management, money movement transactions, financial product knowledge (equities, bonds, options, mutual funds, annuities, insurance), MS Excel proficiency, regulatory compliance (Series 7, 66/63, 65)
Preferred skills
Leadership, strategic planning, data analysis, public speaking
Technologies
Morgan Stanley platforms, MS Office (Excel), digital marketing tools
Responsibilities
Cultivate relationships with business partners and colleagues; support FAs/PWAs in enhancing client relationships; prepare for and track client meetings; execute money movement transactions and enter orders; organize and execute business plans including conferences, webinars, and social media; prepare and review client reports and financial plans; participate in client meetings representing the service lens.
Seniority
Senior, hands-on IC