Morgan Stanley
Wealth Management Associate
$75K–$125K
Bloomington, Minnesota · On-site · Full-time · Posted Sep 8, 2026
- Experience
- 5+ years of work experience in a field relevant to the position.
- 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 senior-level client service and business-development support to financial advisors and wealth-management teams, helping deliver an exceptional client experience.
What you'll do
- Manage client-service coverage, including meeting preparation, follow-ups, timely service functions, and backup client-service tasks.
- Support business plans and administer digital and in-person marketing activities, such as conferences, websites, social media, and email outreach.
- Prepare client reports and financial plans, conduct research using firm-approved systems, and participate in client or prospective-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.
- Legally authorized to work in the United States without requiring employment visa sponsorship now or in the future.
Nice to have
- Four-year college degree or professional certification.
- Additional product licenses may be required.
Pay
$75,000 - $125,000 USD per year (base salary)
Tools
MS Office, MS Excel, MS Online
Model-written summary · the original posting is authoritative