Morgan Stanley

Wealth Management Associate

Morgan Stanley

Boston, MA, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

We are looking for an experienced and motivated Wealth Management Associate to join the Morgan Stanley team. The ideal candidate will possess strong financial acumen and excellent interpersonal skills, as well as a deep understanding of the wealth management industry. As a Wealth Management Associate, you will be responsible for providing comprehensive wealth management advice and services to clients. You must be able to think strategically and have the ability to assess and adjust to changing market conditions. If you have a commitment to excellence and a passion for helping clients achieve their financial goals, we want to hear from you!

Where is this job?
This job is located at Boston, MA, USA
Job Qualifications
  • Ability To Work Independently And As Part Of A Team

  • Excellent Communication And Organizational Skills

  • Strong Customer Service Skills

  • Financial Services Experience

  • Advanced Problem Solving Abilities

  • Demonstrated Knowledge Of Financial Products And Services

  • Understanding Of Investment Strategies And Portfolio Management

  • Relevant Certifications Or Licenses

Required Skills
  • Budgeting

  • Risk Management

  • Finance

  • Financial Planning

  • Communication

  • Market Research

  • Portfolio Management

  • Risk assessment

  • Regulatory compliance

  • Trading

  • Client Relations

  • Asset allocation

  • Analyzing

  • Tax Planning

  • Investment

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • Interpersonal Skills

  • Critical thinking

  • Organizational skills

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Wealth Management Associate in Boston, MA, USA is $48,000 - $90,000 per year. This range is based on the salaries of Wealth Management Associates in the Boston area, as well as the experience level of the job.

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 BeforeMay 22nd, 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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