Jobs in the United States

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Added 1 min ago
AC
Early Careers: Mergers & Acquisitions Associate Project Manager
Aon Corporation
St. Louis, MO
- $63,000 to $80,500 USD / year
Early Careers: Human Capital Mergers & Acquisitions – Associate Project Manager Interested in a career in Mergers & Acquisitions? If you enjoy building relationships with clients and…
Added 3 mins ago
TU
Customer Service Account Associate
T-Mobile USA, Inc.
Springfield, MO
- $20 USD / hour
Also responsible for other duties/projects as assigned by business management as needed
Added 6 mins ago
Sr. Financial Analyst
The Red Gate Group, Limited
Reston, VA
…planning, organizing, controlling, integrating, and completion of projects, managing program issues across personnel, funds, and delivery of contractual items, and evaluating complex…
Added 9 mins ago
BF
Design and Sales Associate
Burlington Furniture Company Inc
Burlington, VT
- $60,000 to $100,000 USD / year
Manage multiple customer projects simultaneously from concept to completion.
Added 11 mins ago
Security Solutions Manager
AEP Service Corporation
Columbus, OH · Austin, TX
…control, problem/issue/conflict resolution, customer service, and client relations. Decisions are guided by policies, procedures and business plan, receives guidance and oversight from…
Added 11 mins ago
Supervising Chef, Restaurant Services
Compass Group
New York, NY
Meets all timelines for projects and assignments
Added 12 mins ago
Portfolio Manager - Commercial Real Estate Credit Delivery
Truist Bank
Atlanta, GA · Charlotte, NC
…evaluation, on-going portfolio maintenance activities, and client support. Collaborates with Relationship Manager to identify credit worthy projects within targeted markets and assists in…
Added 12 mins ago
Portfolio Manager - Commercial Real Estate Credit Delivery
Truist Bank
Atlanta, GA
…evaluation, on-going portfolio maintenance activities, and client support. Collaborates with Relationship Manager to identify credit worthy projects within targeted markets and assists in…
Added 12 mins ago
Senior Portfolio Manager - CRE Credit Delivery
Truist Bank
Atlanta, GA
…evaluation, on-going portfolio maintenance activities, and client support. Collaborates with Relationship Manager to identify credit worthy projects within targeted strategies and assists…
Added 13 mins ago
EY-Parthenon - Deals - Financial Diligence - Financial Services - Senior Associate
EY
Dallas, TX · Charlotte, NC · Chicago, IL · San Francisco, CA · New York, NY
To qualify for the role, you must have
Added 14 mins ago
HM
Youth Residential Technician - Behavioral Health - FT Nights
Hackensack Meridian Health
Belle Mead, NJ
- From $22.5 USD / hour
Corrects client behavior by administering reasonable and fair disciplinary measures when necessary. Ensures each resident is informed of the rules and regulations of the program.
Added 14 mins ago
HM
Youth Residential Technician - Behavioral Health - FT Days
Hackensack Meridian Health
Belle Mead, NJ
- From $22.5 USD / hour
Corrects client behavior by administering reasonable and fair disciplinary measures when necessary. Ensures each resident is informed of the rules and regulations of the program.
Added 17 mins ago
Debit Card Systems Analyst
Experis USA
Raleigh, NC
Our client is seeking a Debit Card Systems Analyst to join their team. As a Debit Card Systems Analyst, you will be part of the Debit Card Services team supporting debit card operations,…
Added 17 mins ago
Fiduciary Support Specialist
Experis USA
Raleigh, NC
Our client is seeking a Fiduciary Support Specialist to join their team. As a Fiduciary Support Specialist, you will be part of the Fiduciary Support department supporting branch and…
Added 21 mins ago
MS
Wealth Management Associate
MS Smith Barney, LLC
Wayzata, MN
- $75,000 to $125,000 USD / year
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…
Added 22 mins ago
LC
PT Sales Associate
LOVESAC COMPANY
Mashpee, MA
- $16.5 to $18.63 USD / hour
As a Lovesac Sales Associate, you are energized by connecting with customers, delivering remark able results, and helping people design products that fit their lifestyle and space. You’re…
Added 22 mins ago
LC
PT Sales Associate
LOVESAC COMPANY
Denver, CO
- $21.22 to $23.61 USD / hour
As a Lovesac Sales Associate, you are energized by connecting with customers, delivering remark able results, and helping people design products that fit their lifestyle and space. You’re…
Added 23 mins ago
LC
Sponsorship Content & Activation Manager (Part-Time)
LINCOLN CENTER
New York, NY
- Part-time
Description: Reporting to the Associate Director, Strategic Partnerships, the Sponsorship Content & Activation Manager (Freelance) will primarily support the Business Development &…
Added 25 mins ago
Senior Electrical Engineering Leader - Power Infrastructure
GE Vernova
Greenville, SC
…enjoys solving complex power system challenges, leading capital projects, influencing long-term infrastructure strategy, and mentoring technical…
Added 25 mins ago
Solution Architect
Acxiom LLC
Remote, United States
…technical vision. • Engages in all solution communications with client and engage in its progress throughout the implementation phase. • Has ownership for the end-to-end solution design and…
Added 25 mins ago
Business Solutions Training Specialist
Frederick Community College
MD
…The role manages training logistics, instructor coordination, client communications, program quality, and operational processes while supporting strategic growth initiatives within…
Added 27 mins ago
IS
Accounts Payable Associate
INSPYR Solutions
Doraville, GA
- $20 to $25 USD / hour
The Accounts Payable Associate is responsible for supporting daily accounts payable operations, including invoice processing, purchase order matching, exception resolution, supplier…
Added 28 mins ago
GM
Housekeeping Supervisor
Grace Management Inc
Topsham, ME
- $22 USD / hour
Must possess the following: attention to detail, leadership, coaching skills, teamwork, excellent communication skills, and time management · Must have High School or GED equivalent at a minimum
Added 29 mins ago
Director, Consulting
Stitch Consulting Services, Inc.
Remote, United States
Must possess legal authorization to work in the United States or Canada without requiring employer sponsorship, both presently and in the future
Added 30 mins ago
TT
EMS Senior Technician
The Tsui Group
Los Angeles, CA
- $110,000 to $115,000 USD / year
The Tsui Group is seeking a candidate who is qualified and experienced in educational facility construction projects to serve as an EMS Senior Technician for a large educational client…

MS Smith Barney, LLC

Wealth Management Associate

Wayzata, MN, United States

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

Apply on ms.wd5.myworkdayjobs.com About employer

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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 12, 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 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

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

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: $75,000 - $125,000 / Yr. 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 20 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 benefits.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.

Apply on ms.wd5.myworkdayjobs.com About employer

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Jobs in the United States