Find work in the United States.

A simpler way to find your next job.

Jobs in the United States

25+ jobs

Save this search

Added just now
HK
School-Age Childcare Multi-Site Director - Before & After School
HEALTHY KIDS PROGRAMS
Romulus, NY
- $20 USD / hour
Visit sites regularly to observe program quality and compliance firsthand; coach and support Site Directors and teachers in the moment and through structured check-ins based on what you see
Added just now
Client Service Associate - Phoenix
International Search Consultants
Phoenix, AZ
…provides a full suite of investment advisory, planning, and operational support services. The team operates within a dynamic, fast-paced environment and takes pride in fostering a…
Added 1 min ago
WF
E-Commerce Associate Team Leader (In-Store Shopper Assistant Department Manager)
Whole Foods Market
Wall Township, NJ
- $21.55 to $35 USD / hour
The Associate Team Leader (ATL) for E-Commerce supports the grocery delivery and pick-up experience for our customers. This role requires a talented, resilient leader with accountability…
Added 1 min ago
Materials Coordinator
Loenbro
Aurora, CO
Coordinate and schedule daily inbound and outbound truck deliveries to support project and operational needs.
Added 1 min ago
OM
Patient Care Coordinator - Westminster
OnPoint Medical Group
Westminster, CO
- $20 to $24 USD / hour
…insurance verification, the role supports the financial and operational aspects of the healthcare facility. Ultimately, the Patient Care Coordinator contributes to the overall quality of…
Added 1 min ago
Wealth Management Associate
MS Smith Barney, LLC
Fort Lauderdale, FL
Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members…
Added 1 min ago
MS
Wealth Management Associate
MS Smith Barney, LLC
Boulder, CO
- $50,000 to $95,000 USD / year
Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members…
Added 2 mins ago
Shipping Supervisor
Dresser, LLC
United States
…direction to shipping and warehouse teams while ensuring daily operational objectives are achieved. You will collaborate with cross-functional partners to implement process improvements,…
Added 2 mins ago
Transportation Assistant Project Manager
HDR
Chattanooga, TN
Support the Project Manager in coordinating multidisciplinary transportation projects throughout the full project life cycle, from project development and initiation through delivery and…
Added 2 mins ago
MAINTENANCE TECHNICIAN
Progressive Surface
Grand Rapids, MI
…teams to maintain equipment reliability and improve overall operational…
Added 3 mins ago
FRONT OFFICE MANAGER - ROOMS
Twenty Four Seven Hotels
Corona, CA
Someone who notices the details: the guest waiting to be acknowledged, the associate who needs support, or the process that is slowing down service
Added 4 mins ago
Security Cooperation Logistics Analyst
Booz Allen Hamilton_United States
Washington, DC
As a product support analyst, you know the importance of delivering practical, data-driven logistics solutions that support system readiness and long-term sustainability. On our team, you…
Added 4 mins ago
PT, Professional, Cash Applications
Southwire Company LLC
Carrollton, GA
Under the direction of the Cash Applications Management Team, the Cash Applications Part-Time Professional provides operational support for the daily cash application process. The position…
Added 5 mins ago
MS
Per Diem Clinical Nurse - 117th Street Dialysis - Mount Sinai Hospital - Flex Shift
Mount Sinai Health System
New York, NY
- $85.94 USD / hour
9. Utilizes institutional information technology by documenting nursing practice to support quality and performance improvement initiatives.
Added 5 mins ago
Maintenance Coordinator
LyvWell Apartments LLC
Dallas, TX
The Maintenance Coordinator provides operational and administrative support to the General or Property Manager and Maintenance Lead(s) for assigned communities; coordinates, enhances and…
Added 5 mins ago
Sr. Attorney
The Cromeens Law Firm
Houston, TX
Are you an attorney ready to take the next step in your career without the financial risk and operational burden of starting your own firm?
Added 5 mins ago
AS
Brand Representative - Tanger Outlet Sevierville, Hollister
A&F Stores, Inc.
Sevierville, TN
- $15 USD / hour
…conversation in a comfortable and natural way, and offer product support and styling guidance across…
Added 5 mins ago
AS
Brand Representative - Tanger Outlet Sevierville, Abercrombie & Fitch
A&F Stores, Inc.
Sevierville, TN
- $15 USD / hour
…conversation in a comfortable and natural way, and offer product support and styling guidance across…
Added 5 mins ago
AS
Brand Representative - Tanger Rehoboth Beach, Abercrombie & Fitch
A&F Stores, Inc.
Rehoboth Beach, DE
- $16 USD / hour
…conversation in a comfortable and natural way, and offer product support and styling guidance across…
Added 5 mins ago
AS
Brand Representative - Annapolis Mall, Hollister
A&F Stores, Inc.
Annapolis, MD
- $15 to $16 USD / hour
…conversation in a comfortable and natural way, and offer product support and styling guidance across…
Added 5 mins ago
AS
Brand Representative - Annapolis Mall, Abercrombie & Fitch
A&F Stores, Inc.
Annapolis, MD
- $15 to $16 USD / hour
…conversation in a comfortable and natural way, and offer product support and styling guidance across…
Added 6 mins ago
A
Inventory Manager, Coordinator Site Services
Avantor
Melbourne, FL · Melbourne
- $21 to $24 USD / hour
Education: High school diploma or GED equivalent required; Associate or bachelor's degree in supply chain management, logistics, business administration, or a related field preferred
Added 6 mins ago
EUC Engineer
Cboe Global Markets
Overland Park, KS
We’re building inclusive ways to support professional and personal development while strengthening the trust we’ve earned as a global market leader. Our teams are empowered to share ideas,…
Added 6 mins ago
Assistant Director of Guest Services
Hilton Grand Vacations
San Antonio, TX
…the Assistant Director of Guest Services, you will assist and support the Director of Guest Services in all aspects of Front Office operations, which includes the daily supervision of guest…
Added 6 mins ago
Senior Machine Maintenance Technician
MicroMetl Corporation
Longview, TX
…compliance while continuously improving machine reliability and operational workflows. Ultimately, the Senior Machine Maintenance Technician ensures that all equipment operates at peak…

Morgan Stanley

Wealth Management Associate

Fort Lauderdale, FL, United States
Fort Lauderdale, United States

Apply About employer

Applications open in a new tab.

Job details

Apply by: May 8, 2027
Experience: 5+ years of work experience in a field relevant to the position required
Posting language: English
Posted: Nov 9, 2026

Original job description

POSITION SUMMARY:

Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and their focus will be on delivering an exceptional client experience. In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools and financial planning

DUTIES and RESPONSIBILITIES:

Client Support:

As a senior member of the service team, provide coverage for an FA/PWA/team including:
Cultivating relationships with business partners and colleagues internally and externally
Supporting the FA/PWA/team in enhancing new and existing client relationships by providing an exceptional client experience
Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups
Ensuring all client service functions are performed in a timely manner, assigning work to team members on a daily basis if/as needed
Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning clients accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity
Remaining current on all policies, procedures and new platforms and sharing reminders and best practices with other service team members

Business Development & Operational Support:

Assisting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management
At the direction of FA/PWA/team, executing against all administrative elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity
At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients
At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems
At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens
Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

5+ years of work experience in a field relevant to the position required
Four-year college degree or professional certification preferred
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
Additional product licenses may be required

Knowledge/Skills

Strong leadership skills
Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Technically proficient and quick learner of new and updated platforms
Detail oriented with superior organizational skills and ability to prioritize
Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications
Exceptional writing, interpersonal and client service skills
Strong time management skills
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment
Adaptable and ability to multi-task
Goal oriented, self-motivated and results driven

REPORTS TO:

Business Service Officer

To qualify, applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status .

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

Apply About employer

More about this job

Skills

Interpersonal skills
Digital marketing
Financial planning
Sales
Research
Leadership
Organizational skills
Microsoft Office
Microsoft Excel
Time management
Adaptability

Report this job