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Assistant Clinical Manager (Home Health) - (SIGN-ON BONUS)
Masonicare Corp
Wallingford, CT
This position, under the direction of the Associate Executive Director of Home Health, is accountable for ongoing planning, organization, direction, evaluation and safe delivery of…
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CC
FAMILY SUPPORT SPECIALIST
CHILD CRISIS ARIZONA
AZ
- $18 to $21 USD / hour
An Associate’s degree with prior experience working with the early childhood population or a Bachelor’s degree in the field of Social Work, Psychology, Human Services, or related filed.
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Service Manager
RNA Rentokil North America
Stanford, FL
An associate’s degree (A four year degree is highly desirable)
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Merchandise Associate- MLB Store
Legends MainGate, LLC
United States
The Merchandise Associate - Part Time is responsible for consistently delivering an engaging and outstanding customer service experience by combining sales, product knowledge and skills…
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Merchandise Associate- Oklahoma Thunder
Legends MainGate, LLC
United States
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CO
Associate Planner
City of Anacortes
Anacortes, WA
- $37.68 to $44.99 USD / hour
…accomplishing defined responsibilities and assignments. The Associate Planner provides assistance to the Building Department as…
Added 1 min ago
G
Associate Attorney - Defense
GPAC
Breckenridge, TX
- $100,000 to $135,000 USD / year
We are seeking a motivated and detail-oriented Associate Attorney with 1 - 3 years of litigation experience to join our growing defense litigation practice. The ideal candidate will have…
Added 1 min ago
Lead Merchandise Associate- Indiana University
Legends MainGate, LLC
United States
The Lead Merchandise Associate is responsible for assisting in all merchandise operations and fulfill company goals and objectives with an emphasis on customer service. Assist in managing…
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LH
Warehouse Associate
Legends Hospitality, LLC
United States
- $20.58 to $22.87 USD / hour
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LH
Club Attendant
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United States
- $21.15 to $23.5 USD / hour
The Club Associate position in provides exceptional guest service while working collectively and cooperatively in the Premium Service Department specifically.
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CPI Alternative Response Worker Trainee
TX-HHSC-DSHS-DFPS
AUSTIN, TX
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Postdoctoral Associate – Instrumentation and Photonic Workflow Validation
Virginia Tech
Blacksburg, VA
The Bradley Department of Electrical and Computer Engineering at Virginia Tech seeks a Postdoctoral Associate to conduct mentored research on the development and experimental validation of…
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Postdoctoral Associate – Instrumentation and Sensing/Bioelectronics Workflow Validation
Virginia Tech
Blacksburg, VA
The Bradley Department of Electrical and Computer Engineering at Virginia Tech seeks a Postdoctoral Associate to conduct mentored research on the development and experimental validation of…
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Support Services Associate
University of North Carolina- Chapel Hill
NC
Added 1 min ago
SS
Membership Sales Associate
Scenthound San Antonio Stone Oak, TX
San Antonio, TX
- $12 to $16 USD / hour
As a Membership Sales Associate, you will be the first point of contact for customers, responsible for selling memberships, building relationships, and delivering an exceptional experience.…
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Executive Chef
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Associate - Product Design
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Pricing Strategy & Insights Manager
H&R Block
Remote, United States
…Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep…
Added 2 mins ago
LO
Merchandise Associate - One World Observatory
Legends OWO, LLC
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- $20 USD / hour
The Retail Associate is responsible for creating the ultimate experience for the observatory guest. Our number one priority is to provide fans with a legendary experience each time they…
Added 2 mins ago
TS
Associate Director, Auxiliary Services
Tarleton State University
Stephenville, TX
- $80,370 to $90,011 USD / year
…Comprehensive University, invites applications for the position of Associate Director of Auxiliary Services in the Department of Auxiliary Services. As part of a vibrant academic community…
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Assistant General Manager/ Director of Booking and Marketing
ASM Global-SMG
Florence, SC
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PREP Cook - Well& by Durst, 151 (New York City)
Legends Hospitality, LLC
United States
Always ensure a safe associate environment to reduce risks of accident and/or injury
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Sales Team Manager
Belk, Inc.
Gallatin, TN
…prepped, planned, and scheduled. Partner with store HR to ensure associate schedule aligns with business needs and traffic…
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Officer II Unarmed
MedStar Health
Baltimore, MD
- $18.7 to $32.72 USD / hour
Added 2 mins ago
MH
Officer II Unarmed
MedStar Health
Baltimore, MD
- $18.7 to $32.72 USD / hour

MS Smith Barney, LLC

Wealth Management Associate

Washington, DC, United States

$75,000 to $125,000 USD / year

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Job details

Pay: $75,000 to $125,000 USD / year
Experience: 5+ years of work experience in a field relevant to the position required
Posting language: English
Posted: Nov 4, 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.

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.

DUTIES and RESPONSIBILITIES:

Client Service:

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 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 Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V Version: 7/10/2024 Morgan Stanley Wealth Management Associate Job Description
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

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.

Salary range for the position: $75,000and $125,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.

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.

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More about this job

Skills

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

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