Morgan Stanley

Wealth Management Associate

Morgan Stanley

Miami, FL, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

Morgan Stanley is looking for a passionate and driven Wealth Management Associate to join our team. This position is an exciting opportunity to apply your wealth management knowledge and skills to help clients achieve their financial goals.We value ambition, integrity, and teamwork, so you must possess the ability to think strategically and build strong relationships with clients. You should also have a strong understanding of the financial markets and excellent communication skills.To be successful in this role, you must have a minimum of a Bachelor’s degree in finance, economics, accounting, or a related field. Previous experience in wealth management, financial planning, or a related field is preferred. You must also have a CFP certification or be willing to complete the coursework and obtain your certification.We look forward to receiving your application and learning more about your qualifications and experience.

Where is this job?
This job is located at Miami, FL, USA
Job Qualifications
  • Ability To Work Independently And Collaboratively

  • Proficient In Microsoft Office Suite

  • Knowledge Of The Financial Markets

  • Bachelor's Degree In Business

  • Finance Or Related Field

  • Ability To Analyze Financial Data

  • Strong Interpersonal And Communication Skills

  • Detail-Oriented And Organized

  • Understanding Of Investments And Asset Classes

Required Skills
  • Risk Management

  • Project Management

  • Financial Planning

  • Market Research

  • Negotiation

  • Financial Modeling

  • Regulatory compliance

  • Asset management

  • Client Relations

  • Asset allocation

  • Estate Planning

  • Investment Analysis

  • Tax Planning

  • Investment Strategies

  • Portfolio Construction

Soft Skills
  • Communication

  • Leadership

  • Negotiation

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • collaboration

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Wealth Management Associate in Miami, FL, USA is $41,000 to $78,000 per year. The salary range can vary depending on the experience and qualifications of the individual.

Additional Information
Morgan Stanley is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedMarch 7th, 2023
Apply BeforeJune 21st, 2025
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About Morgan Stanley

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.

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