Morgan Stanley
Wealth Management Associate
$81K–$90K
Colchester, Vermont · On-site · Full-time · Posted Sep 8, 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
Supports Financial Advisors and teams by delivering client service, assisting with business development and marketing, and preparing client reports and financial plans.
What you'll do
- Build client relationships and coordinate service activities, meetings, follow-ups, and team coverage.
- Support business plans and administer digital and in-person marketing activities, including conferences, websites, social media, and email outreach.
- Prepare or review client reports and financial plans, conduct research, and participate in client or prospective-client meetings.
What they ask for
- 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, writing, organizational, and time-management skills; ability to collaborate and adapt in a fast-paced environment.
- Proficiency with MS Office, particularly MS Excel, and internet applications.
Nice to have
- Four-year college degree or professional certification.
- Additional product licenses may be required.
Pay
$80,700 and $89,800 per year (base salary)
Tools
MS Office, MS Excel, MS Online
Model-written summary · the original posting is authoritative