Morgan Stanley
Wealth Management Associate
Bloomfield Hills, Michigan · On-site · Full-time · Posted Sep 28, 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
Provides client service and operational support to Financial Advisors, Private Wealth Advisors, and their teams, helping strengthen client relationships and deliver marketing, reporting, and financial-planning support.
What you'll do
- Support client relationships and service delivery, including meeting preparation, follow-ups, and backup client service tasks.
- Help execute business plans and digital and in-person marketing activities.
- Prepare or review client reports and financial plans, conduct approved-system research, and participate in client meetings as requested.
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.
- Expert knowledge of basic personal computer, MS Office (particularly MS Excel), and internet applications.
- Strong client service, interpersonal, organizational, and time-management skills.
Nice to have
- Four-year college degree or professional certification.
Tools
MS Office, MS Excel, MS Online
Model-written summary · the original posting is authoritative