Wealth Management Associate- Bilingual: Spanish/English

Morgan Stanley • New York, NY

1d • $75,000 - $125,000

About The Position

Wealth Management Associates provide exceptional service to clients and support Financial Advisors, Private Wealth Advisors, and their teams. As senior members of service teams, they build trusted relationships through regular client interactions and a client-first approach. The role supports client experience and service delivery, and may include digital marketing, portfolio holdings and proposal tools, and financial planning.

The Associate provides coverage for an advisor or team, supports client relationships and meetings, coordinates timely service functions, and may assign work to team members. They also provide backup for traditional Client Service Associate tasks when requested, such as money movement, responding to general non-investment account questions, helping clients use digital tools, and entering client orders in a clerical capacity. The role also supports business development by helping implement business plans and marketing activities, preparing reports or financial plans, conducting research using firm-approved systems, and participating in client or prospect meetings and firm initiatives.

Applicants must be legally authorized to work in the United States and must not require employment visa sponsorship now or in the future. The expected base pay range is $75,000–$125,000 per year at commencement of employment; actual base pay is determined individually. Total compensation may also include commissions, incentive compensation, discretionary bonuses, other short- and long-term incentive packages, and company-sponsored benefits. Morgan Stanley describes its employee benefits and perks as comprehensive and supports employees and their families throughout their work-life journey.

Requirements

• At least 5 years of work experience in a field relevant to the position.
• Active Series 7 (GS) license and Series 66 (AG/RA), or Series 63 (AG) and Series 65 (RA), required.
• Fluency in Spanish.
• Strong leadership skills.
• Knowledge of financial services products, including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
• Technical proficiency and ability to learn new and updated platforms quickly.
• Attention to detail, superior organizational skills, and ability to prioritize.
• Expert knowledge of basic personal computers, MS Office—particularly MS Excel—and internet applications.
• Exceptional writing, interpersonal, and client service skills.
• Strong time-management skills.
• Ability to collaborate with others as a team player.
• Ability to work in a fast-paced, evolving environment; adapt and multitask; and remain goal-oriented, self-motivated, and results-driven.
• Legally authorized to work in the United States without requiring employment visa sponsorship now or in the future.

Nice To Haves

• Four-year college degree or professional certification preferred.
• Additional product licenses may be required.

Responsibilities

• Provide coverage for a Financial Advisor, Private Wealth Advisor, or team as a senior member of the service team.
• Cultivate relationships with internal and external business partners and colleagues.
• Help enhance new and existing client relationships by delivering an exceptional client experience.
• Support the team’s client service model, including preparing for regular meetings and tracking follow-ups.
• Ensure client service functions are completed in a timely manner and assign work to team members daily as needed.
• Provide backup for Client Service Associate responsibilities when requested, including money movement transactions, responding to general non-investment account questions, assisting with digital tools, and accepting or entering unsolicited orders or entering solicited orders in a clerical capacity.
• Stay current on policies, procedures, and platforms, and share reminders and best practices with service team members.
• Help the advisor or team organize and execute its business plan in partnership with market stakeholders, including Practice Strategy Consultants and Branch Management.
• Carry out administrative elements of digital and in-person marketing strategies, including conferences, seminars, webinars, websites, social media, and regular email communication.
• Prepare and review reports or financial plans for existing or prospective clients using firm-approved systems when requested.
• Assist with research using firm-approved systems when requested.
• Participate in existing-client or prospective-client meetings when requested, representing the service perspective.
• Participate in firm initiatives, training or education programs, special projects, and other duties directed by local management.

Benefits

• Morgan Stanley-sponsored employee benefit programs and perks, described as comprehensive and supportive of employees and their families.
• Total compensation may include commission earnings, incentive compensation, discretionary bonuses, and other short- and long-term incentive packages.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed