Morgan Stanley
Wealth Management Associate
$35K–$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, helping deliver an exceptional client experience.
What you'll do
- Build client and business-partner relationships, coordinate service coverage, prepare for client meetings, and track follow-ups.
- Support business plans and administer digital and in-person marketing activities, including events, websites, social media, and email.
- Prepare client reports and financial plans, assist with research, 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.
- 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
$35,360 and $90,000 per year (base salary)
Tools
MS Excel, MS Office, MS Online
Model-written summary · the original posting is authoritative