Morgan Stanley
Wealth Management Associate
Middleton, Wisconsin · On-site · Full-time · Posted Oct 8, 2026
- Experience
- 5+ years of relevant work experience 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 operational support to Financial Advisors and teams, building client relationships and assisting with marketing, reports, financial plans, and daily service needs.
What you'll do
- Support client relationships and service delivery, including meeting preparation, follow-ups, and daily coordination.
- Assist with business plans and execute administrative aspects of digital and in-person marketing strategies.
- Prepare or review 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.
- Strong client service, interpersonal, organizational, and communication skills.
Nice to have
- Four-year college degree or professional certification.
- Additional product licenses may be required.
Tools
MS Office, MS Excel, MS Online
Model-written summary · the original posting is authoritative