Morgan Stanley
Wealth Management Associate
Atlanta, Georgia · On-site · Full-time · Posted Jun 26, 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 operational support to Financial Advisors, Private Wealth Advisors, and their teams, while helping execute business development and marketing activities.
What you'll do
- Build client relationships, coordinate service requests and follow-ups, and provide backup coverage for client service tasks.
- Support business planning and carry out digital and in-person marketing activities, including conferences, websites, social media, and email.
- Prepare client reports or financial plans and assist with research using firm-approved systems.
What they ask for
- Active Series 7 (GS) license.
- Series 66 (AG/RA), or Series 63 (AG) and Series 65 (RA).
- Knowledge of financial services products and strong client service, interpersonal, organizational, and communication skills.
- Proficiency with basic personal computer applications, MS Office (particularly MS Excel), and internet applications.
Nice to have
- Four-year college degree or professional certification.
Tools
MS Online, MS Office, MS Excel
Model-written summary · the original posting is authoritative