Morgan Stanley
Wealth Management Associate- Bilingual: Spanish/English
$75K–$125K
New York, New York · On-site · Full-time · Posted Oct 19, 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 business development support to Financial Advisors, Private Wealth Advisors, and their teams, helping deliver an exceptional client experience.
What you'll do
- Build and maintain client and business-partner relationships; coordinate client meetings, service requests, and follow-ups.
- Support business plans and carry out administrative tasks for digital and in-person marketing activities.
- Prepare client reports and financial plans, conduct research using firm-approved systems, 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).
- Fluent in Spanish.
- Knowledge of financial services products.
- Proficiency with basic personal computer applications, MS Office (particularly MS Excel), and internet applications.
Nice to have
- Four-year college degree or professional certification.
Pay
$75,000 and $125,000 per year (base salary)
Tools
MS Online, MS Office, MS Excel
Model-written summary · the original posting is authoritative