Morgan Stanley
Private Wealth Management, Wealth Management Associate
$75K–$125K
Menlo Park, California · On-site · Full-time · Posted Oct 21, 2026
- Experience
- 5+ years of work experience in a field relevant to the position required.
- Education
- Four-year college degree or professional certification preferred.
- Visa sponsorship
- Applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.
About the job
Supports Financial Advisors and Private Wealth Advisors by managing client relationships, providing account and investment support, preparing financial materials, and coordinating business development and operational activities.
What you'll do
- Builds client relationships and supports clients with financial planning, investment strategies, account transactions, and product education.
- Prepares performance reports, presentations, proposals, and client communications; may participate in client meetings and market research.
- Coordinates business planning, marketing, events, service protocols, and operational support across the advisory team and firm.
What they ask for
- 5+ years of work experience in a field relevant to the position.
- Active SIE, Series 7 and 66 (or 63 and 65) licenses; additional product licenses may be required.
- Strong understanding of applicable compliance rules, regulations and firm policies.
- Strong computer skills, including knowledge of Microsoft Office (Word, Excel and PowerPoint).
Nice to have
- Four-year college degree or professional certification.
- Knowledge of financial industry and investment products.
Pay
$75,000 and $125,000 per year (USD), base pay
Tools
Microsoft Office, Word, Excel, PowerPoint
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