Morgan Stanley
Wealth Management Associate
$68K–$120K
Santa Monica, California · On-site · Full-time · Posted Jul 22, 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 operational support to Financial Advisors, Private Wealth Advisors, and their teams, while assisting with client relationships, business development, marketing, and financial planning.
What you'll do
- Manage client-service activities, meeting preparation, follow-ups, and daily team coverage, including backup registered or unregistered service tasks.
- Support business plans and execute administrative elements of digital and in-person marketing strategies.
- Prepare 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.
- 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.
- Additional product licenses may be required.
Pay
$68,000 and $120,000 per year (USD, base pay)
Tools
MS Office, MS Excel, MS Online
Model-written summary · the original posting is authoritative