Morgan Stanley
Wealth Management Associate
$33K–$90K
Purchase, New York · On-site · Full-time · Posted Oct 29, 2026
- Experience
- 5+ years of work experience in a field relevant to the position required.
- Education
- Four-year college degree or professional certification preferred.
About the job
Provides client service and business-development support to Financial Advisors, Private Wealth Advisors, and their teams, including relationship management, marketing, reporting, and financial-planning support.
What you'll do
- Build client and business-partner relationships, coordinate service coverage, and help deliver the team’s client service model.
- Support business plans and carry out digital and in-person marketing activities, including conferences, websites, social media, and email.
- Prepare client reports and financial plans using firm-approved systems; assist with research and participate in client meetings.
What they ask for
- 5+ years of work experience in a field relevant to the position.
- 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.
- Strong client service, interpersonal, organizational, and time-management skills; proficiency with MS Office, particularly MS Excel.
Nice to have
- Four-year college degree or professional certification.
Pay
$33,360 and $90,000 per year (base salary)
Tools
MS Online, MS Office, MS Excel
Model-written summary · the original posting is authoritative