Wealth Management Associate

At Morgan Stanley, we are looking for an experienced and highly motivated individual to join our team as a Wealth Management Associate. The successful candidate will serve as a trusted advisor to our clients, helping them to make informed decisions about their financial objectives. The ideal candidate should possess strong interpersonal skills and an ability to think strategically and creatively. They should also have a comprehensive understanding of the financial services industry and the ability to implement and manage client portfolios. An in-depth knowledge of investment products and services is essential. The successful candidate will demonstrate excellent written and verbal communication skills, as well as an ability to effectively interact with clients and colleagues. They should have the ability to manage multiple projects and tasks simultaneously. The ideal candidate will be a team player with the ability to think outside of the box and demonstrate strong problem-solving skills. Required Qualifications:• Bachelor’s degree in a business or finance-related field• 2+ years of experience in the financial services industry• FINRA Series 7, 63 and 65/66 licenses or equivalent• Strong understanding of investment products and services• Knowledge of state and federal regulations• Ability to work in a fast-paced environment• Excellent client service and communication skills

According to JobzMall, the average salary range for a Wealth Management Associate in Chicago, IL, USA is $45,000 to $90,000 per year. The salary range can vary depending on experience, location, and the type of firm the Associate works for.

Morgan Stanley provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following business segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors.