Morgan Stanley
Wealth Management Associate
$68K–$120K
Santa Monica, California · On-site · Full-time · Posted Oct 6, 2026
- Experience
- 5+ years of work experience in a field relevant to the position.
- 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 a strong client experience.
What you'll do
- Build client relationships, coordinate service coverage, prepare for client meetings, and track follow-ups.
- Support business plans and execute administrative tasks for digital and in-person marketing.
- Prepare client reports and financial plans, conduct research, and participate in client or prospect 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.
- Proficiency with basic personal computers, MS Office (particularly MS Excel), and internet applications.
Nice to have
- Four-year college degree or professional certification.
Pay
USD $68,000 to $120,000 per year (base pay)
Tools
MS Office, MS Excel, MS Online
Model-written summary · the original posting is authoritative