Morgan Stanley
Wealth Management Associate
$70K
Chicago, Illinois · On-site · Full-time · Posted Sep 28, 2026
- Experience
- 2+ 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 client teams by delivering client service and assisting with business development, marketing, financial planning, reporting, and analysis.
What you'll do
- Prepare for client meetings, track follow-ups, and provide backup client-service support, including account-related tasks and digital-tool assistance.
- Help organize and execute business plans and marketing activities, including events, websites, social media, and email outreach.
- Prepare or review client reports and financial plans, conduct research using firm-approved systems, and participate in client or prospect meetings.
What they ask for
- Active Series 7 (GS) and Series 66 (AG/RA), or Series 63 (AG) and Series 65 (RA).
- Knowledge of financial services products, including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
- Proficiency with basic personal computers, MS Office (particularly MS Excel), and internet applications.
Nice to have
- Four-year college degree or professional certification.
- Additional product licenses may be required.
Pay
$70,000 - $115.000 / Yr. (base salary)
Tools
MS Office, MS Excel, MS Online
Model-written summary · the original posting is authoritative