Morgan Stanley
Wealth Management Associate
Charlotte, North Carolina · On-site · Full-time · Posted Aug 18, 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 client relationship support, marketing, reports, and financial planning.
What you'll do
- Deliver client service, prepare for meetings, track follow-ups, and provide backup coverage for client service tasks.
- Support business planning and execute digital and in-person marketing activities.
- Prepare client reports and financial plans, conduct firm-approved 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.
- Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications.
Nice to have
- Four-year college degree or professional certification.
- Strong leadership, organizational, interpersonal, and client service skills.
Tools
MS Office, MS Excel, MS Online
Model-written summary · the original posting is authoritative