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Wealth Management Associate Jobs

Company

Morgan Stanley
Address , Bellevue, Wa
Employment type FULL_TIME
Salary $50,000 - $105,000 a year
Expires 2023-06-07
Posted at 1 year ago
Job Description
Wealth Management Associate

Job Number:

3234051

POSTING DATE: Mar 21, 2023
PRIMARY LOCATION: Americas-United States of America-Washington-Bellevue
JOB: Wealth Management
EMPLOYMENT TYPE: Full Time
JOB LEVEL: Professional

DESCRIPTION

POSITION SUMMARY:
The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios. Under the direction of the Financial Advisor / Private Wealth Advisor, this industry professional combines relationship management with marketing skills, and product knowledge to cultivate longstanding relationships with clients. This self-starter must be able to work across the team and across the firm to respond quickly and accurately to client questions and concerns. The Wealth Management Associate is an integral member of the advisory team and is responsible for delivering a consistent, positive client experience to help ensure all commitments are completed and delivered in a timely manner.

DUTIES and RESPONSIBILITIES:
Client Support:
    Business Development & Operational Support:

      QUALIFICATIONS

      EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
      Education and/or Experience
        Knowledge/Skills
          REPORTS TO:
            Salary range for the position: $50,000 - $105,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.


            Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
            It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
            Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).