Return To Work - Virtual Engagement Associate (VEA) | Alpharetta, GA

Morgan Stanley • Alpharetta, GA

1d • Onsite

About The Position

Morgan Stanley's Return to Work Program in Alpharetta is designed for experienced professionals who have taken a career break and are looking to re-enter the workforce. This 16-week paid program, running from January 18, 2027, to May 7, 2027, places participants in roles that leverage their existing expertise while providing comprehensive training, mentorship, and professional development. The Wealth Management Virtual Engagement Associate (VEA) Program specifically offers firsthand experience supporting top Financial Advisors (FAs) at Morgan Stanley. Participants will be placed in roles such as Client Engagement Associate, Financial Planning Associate, Workplace Engagement Associate, or Wealth Solutions Associate, based on their background and business needs. The program is structured as a two-year and three-month commitment, including licensing and training, to build a strong foundation in Wealth Management and client engagement. This immersive experience allows participants to earn licenses, gain professional designations, network, and acquire valuable experience working with different FAs, potentially leading to a fruitful career within Morgan Stanley.

Requirements

• A bachelor’s degree with a proven track record of academic success.
• Securities Industry Essentials (SIE) exam completed prior to interviewing for the program.
• Strong written and verbal communication, client, and interpersonal skills.
• Demonstrates flexibility and adaptability, with the ability to quickly learn and apply new technologies, processes and tools to meet evolving business needs.
• Extraordinarily high level of motivation and commitment to working hard and staying organized in a competitive, fast-paced environment.
• Ability to balance multiple priorities under pressure and time constraints.
• Must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.
• Successful completion of background check and pre-employment assessments.
• Individuals who have been out of the workforce for two or more years (calculated as of January 2027).

Nice To Haves

• Prior professional experience.
• Experience in prompt engineering and a strong understanding of AI tools and technologies.
• Hands-on experience in optimizing AI-driven solutions.

Responsibilities

• Partnering with Financial Advisors to understand their business goals and tailor client engagement strategies to support growth.
• Building and executing digital and targeted client outreach strategies, including social media/website content and segmented client communication campaigns.
• Developing structured communication cadences that increase meaningful client touchpoints and deepen relationships over time.
• Analyzing client relationships and engagement data to identify opportunities and deliver tactical recommendations to enhance the client experience.
• Supporting workplace engagement initiatives, including communicating the value of a financial advisor partnership to workplace participants.
• Applying financial planning tools and resources to gather client information, build/analyze plans, and communicate results and next steps clearly.
• Educating clients on Morgan Stanley wealth solutions and supporting end-to-end onboarding to drive adoption of relevant capabilities (e.g., cash management and self-directed solutions).
• Developing product and solutions fluency across advisory programs and select investment/insurance solutions, with exposure to complex implementation and client-facing reporting.
• Creating and presenting business insights (e.g., reports and readouts) for FAs and leadership, and sharing best practices to continuously improve strategy.

Benefits

• Competitive base salary
• Paid time off
• Savings programs
• Health care
• Insurance plans
• Student loan refinancing
• Fitness subsidy
• Access to 401(k) offering with competitive Firm matching
• Access to the Morgan Stanley Employee Stock Purchase Program
• Obtain Series 7 and 63 licenses
• Develop a robust understanding of the financial services industry
• Access an immersive learning experience that incorporates financial product education, platform navigation along with professional development

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level