Wealth Management Associate

At Morgan Stanley, we are looking for a Wealth Management Associate to join our team. Our ideal candidate will be a highly motivated individual with a passion for customer service and a commitment to excellence. The Wealth Management Associate will be responsible for providing comprehensive financial planning, investment advice, and client service to clients and their families.The successful candidate should possess a Bachelor's degree in Finance, Economics, Accounting, or a related field and a minimum of two years' experience in the financial services industry. We are looking for someone with strong analytical, organizational, and interpersonal skills, as well as excellent communication skills and the ability to work independently and as part of a team. Experience with financial planning software, such as WealthVision, is preferred.The Wealth Management Associate at Morgan Stanley will bring a positive and professional attitude, a proactive approach to client service, and an understanding of the importance of compliance. The individual should be a self-starter who is able to work autonomously and as part of a team to exceed expectations and provide superior service. If you possess these qualifications and are passionate about providing exceptional service, we would love to hear from you!

According to JobzMall, the average salary range for a Wealth Management Associate in Los Angeles, CA, USA is $50,000-$90,000 per year. This range can vary depending on experience, qualifications, and other factors.

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.