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Educational Assistant - MLC/Life Skills/ATP
North Bend School District 13
North Bend, OR
- $18.37 to $21.99 USD / hour
Transcript documentation Associate's Degree or two years of college (72 quarter hours) or passed the Highly Qualified Paraprofessional Assessment test
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FSOP Field Sales Manager
Ozarks Coca-Cola-Dr Pepper Bottling Company
Macon, MO
Education and/or Experience: High school diploma or equivalent, with one (1) to three (3) years sales experience. Associate degree preferred.
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Procurement Associate
ATOMS Careers page
Austin, TX
- $71,000 to $83,000 USD / year
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Associate Construction Project Manager
ATOMS Careers page
NY
- $114,000 to $134,000 USD / year
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LC
Instructor or Assistant Professor – Technology
Lehigh Carbon Community College
Schnecksville, PA
- $48,000 to $67,448 USD / year
Where appropriate, makes recommendations to the dean or associate dean on staffing courses.
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Assoc Director, Supply Chain
Gilead Sciences, Inc.
CA
…improving the lives of patients for generations to come. The Associate Director, End-to-End Commercial Supply Planner plays a critical role in developing and executing supply plans for…
Added 1 min ago
OU
Associate Territory Manager - OTS - Fracture - Los Angeles
Orthofix US LLC
Remote, United States
- $70,304 USD / year
The Associate Territory Manager will partner with our Territory Managers to promote Orthofix products and services to achieve sales results at or above established quotas for total and…
Added 1 min ago
Analyst, Warehousing
Yazaki International Corporation
El Paso, TX
Reports collected data as required by management or related department to assist in planning associate work schedules
Added 1 min ago
CB
Instructional Aide
ChanceLight Behavioral Health, Therapy, & Education
Orange, CA
- $18 USD / hour
Associate degree or higher in education or a related field of study preferred.
Added 2 mins ago
Financial Sales Manager
First Citizens Bank
South Miami, FL
…authorities, providing one on one feedback and coaching that supports associate development and achievement of results. Regularly and proactively leverage the expertise of bank partners,…
Added 2 mins ago
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Branch Sales Manager
First Citizens Bank
Los Angeles, CA
- $125,000 to $140,000 USD / year
…authorities, providing one on one feedback and coaching that supports associate development and achievement of results. Regularly and proactively leverage the expertise of bank partners,…
Added 2 mins ago
Associate Manager, Digital Growth & Marketing Technology
CURRENCY EXCHANGE INTERNATIONAL
Orlando, FL
Currency Exchange International is looking for a skilled and motivated Associate Manager, Digital Growth & Marketing Technology to join our Marketing Department! This is a hybrid position,…
Added 2 mins ago
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Senior CloudOps Engineer
Worldpac
Oakbrook, IL
- $150,000 to $170,000 USD / year
Added 2 mins ago
Professor of Practice of Business (Artificial Intelligence, Emerging Technology, and Innovation)
Indiana Tech
Fort Wayne, IN
…students in its adult and online programs. We offer degrees at the associate, bachelor’s, master's, and doctoral levels and undergraduate and graduate…
Added 2 mins ago
Epic Cadence - Clinical Application Analyst
University of Arkansas for Medical Sciences
Remote, United States
Associate degree in a Clinical, Healthcare, Business, IT, or related field plus five (5) years of IT experience or clinical/operational experience, or any combination of the two, or
Added 2 mins ago
FH
Front Desk Agent
FOH Hospitality LLC
United States
- $34.87 USD / hour
Added 2 mins ago
FH
Administrative Assistant
FOH Hospitality LLC
United States
- $34.11 USD / hour
Added 2 mins ago
Tax Associate, Business Management
Elliott Davis Advisory, LLC
United States
The role of Tax Associate is to assist in the tax preparation process for individuals, corporations, partnerships, estates, trusts, non-profits, and other customers to ensure compliance…
Added 2 mins ago
WC
Operations Maintenance Specialist
Washington County, Oregon
Hillsboro, OR
- $34.89 to $42.4 USD / hour
Associate's degree in social services or related field; AND two (2) years of experience working in crew in building maintenance, landscaping maintenance, construction, work experience with…
Added 2 mins ago
CO
Program Manager (Capital Improvement Program) - Environmental Services Department
City of San Jose
San Jose, CA
- $134,490.72 to $174,851.04 USD / year
…including a supervising environmental services specialist, an associate engineer, and engineering technicians. This position works closely with executive management staff and manages…
Added 2 mins ago
Financial Center Associate (Teller) - Connellsville, PA
Mid Penn Bank - Millersburg Branch
Connellsville, PA
A great banking experience starts with a great team! Mid Penn Bank is actively seeking a Full-Time Financial Center Associate to join our team in Connellsville, PA.
Added 3 mins ago
Meat Manager
Albertsons Companies
DALHART, TX · Dalhart, TX
Added 3 mins ago
Night Crew Stocker
Albertsons Companies
UNION CITY, CA · Union City, CA
Added 3 mins ago
Retail Sales and Store Support
Albertsons Companies
UNION CITY, CA · Union City, CA
Added 3 mins ago
Deli Manager
Albertsons Companies
Glasgow, MT

Closed listing

MS Smith Barney, LLC

Wealth Management Associate

Toms River, NJ, United States

$90,000 to $130,000 USD / year

This opening has closed.

The original listing is kept below for reference.

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About employer

Job details

Pay: $90,000 to $130,000 USD / year
Posting language: English
Posted: Nov 4, 2026

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Original job description

Archived listing. The details below describe a past opening.

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

Qualifications

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

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

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.

Salary range for the position: $90,000 and $130,000 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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Skills

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

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