Morgan Stanley
Wealth Management Associate
$68K–$120K
Portland, Maine · On-site · Full-time · Posted Jun 17, 2026
About the job
Provides client service and operational support to Financial Advisors, Private Wealth Advisors, and their teams, helping maintain client relationships and execute service, marketing, reporting, and planning activities.
What you'll do
- Support client relationships, meeting preparation, follow-ups, and timely service delivery; provide backup for specified Client Service Associate tasks.
- Assist with business plans and execute administrative elements of digital and in-person marketing strategies.
- Prepare and review client reports or financial plans and assist with research using firm-approved systems.
What they ask for
- Knowledge of financial services products, including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
- Expert knowledge of basic personal computers, MS Office (particularly MS Excel), and internet applications.
- Strong writing, interpersonal, client service, organizational, prioritization, and time-management skills.
Pay
$68,000 and $120,000 per year (USD, base salary)
Tools
MS Office, MS Excel, MS Online
Model-written summary · the original posting is authoritative