{"id":1816225,"url":"https://alion.io/job/morgan-stanley-wealth-management-associate-12","title":"Wealth Management Associate","company":{"id":40230,"name":"Morgan Stanley","domain":"morganstanley.com","url":"https://alion.io/company/morgan-stanley","size_band":"5000+","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Eightfold","truth_index":{"grade":"A","score":88,"open_postings":216,"ghost_share":0,"stale_share":0.477,"repost_share":0.014,"time_to_fill_p50_days":55,"computed_at":"2026-10-20T05:45:00Z"}},"role":"Finance","role_family":"Finance","seniority":"senior","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"explicit","locations":["Atlanta, United States","Washington, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":74000,"max_usd":142000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":4723},"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Excel","optional":false},{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-09-02T00:00:00Z","employer_posted_date":"2026-09-04","last_verified_at":"2026-10-20T15:34:57Z","board_verified":true,"closed_at":null,"days_open":48,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":48},"description":"Job Description\nWealth 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.\nDUTIES and RESPONSIBILITIES:\nClient Service: As a senior member of the service team, provide coverage for an FA/PWA/team including:\nCultivating relationships with business partners and colleagues internally and externally\nSupporting the FA/PWA/team in enhancing new and existing client relationships by providing an exceptional client experience\nAssisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups\nEnsuring all client service functions are performed in a timely manner, assigning work to team members on a daily basis if/as needed\nProviding 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\nRemaining current on all policies, procedures and new platforms and sharing reminders and best practices with other service team members\nBusiness Development Support:\nAssisting 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\nAt 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\nAt 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\nAt 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.\nAt the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens\nParticipating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management\nEDUCATION, EXPERIENCE, KNOWLEDGE and SKILLS:\nEducation and/or Experience\n5+ years of work experience in a field relevant to the position required\nFour-year college degree or professional certification preferred\nActive Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required\nAdditional product licenses may be required Knowledge/Skills\nStrong leadership skills\nKnowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts\nTechnically proficient and quick learner of new and updated platforms\nDetail oriented with superior organizational skills and ability to prioritize\nExpert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications\nExceptional writing, interpersonal and client service skills\nStrong time management skills\nTeam player with the ability to collaborate with others\nAbility to work in a fast-paced, evolving environment\nAdaptable and ability to multi-task\nGoal oriented, self-motivated and results driven\nReports to:\nBusiness Service Officer\nTo 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.\nWHAT YOU CAN EXPECT FROM MORGAN STANLEY:\nAt 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.\nTo learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.\nFor Washington, DC\nSalary range for the position: $50,00-$115,000 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 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 mybenefits.morganstanley.com to learn more about our benefit offerings\nMorgan 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.\nOur workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.\nFor more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.","description_format":"text","description_chars":7020,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":true},"security_clearance":false,"languages":[]},"benefits":["Life insurance","Parental leave"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Asset Management & Funds","Investment Banking & M&A Advisory","Online Brokerage & Trading Platforms"],"lifecycle":[{"event":"open","at":"2026-10-04T00:50:59Z"}],"visa":[{"country":"US","licensed_sponsor":true,"evidence":"H-1B filings in 12 months: 261 · green card filings: 46","filings_12m":261,"filings_prev_12m":208,"green_card_filings_12m":46,"median_offered_wage_usd":202500,"route":null,"cap_exempt":false,"checked_at":"2026-10-15T11:24:14+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)","US Department of Labor: PERM disclosure data (green cards)"],"filings_for_role_12m":0}],"liveness":{"score":31,"band":"fade","label":"Fading","p_open":1,"p_active":0.513,"p_room":0.6,"age_days":48,"expected_fill_days":55,"reasons":["conf:3","evergreen","wave","velocity","win:late","crowd:brand"],"computed_at":"2026-10-20T05:45:00Z"},"pay":null,"html_url":"https://alion.io/job/morgan-stanley-wealth-management-associate-12","json_url":"https://alion.io/job/morgan-stanley-wealth-management-associate-12.json","meta":{"generated_at":"2026-10-20T16:59:27Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":19355,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-21T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":40230},"rest":"https://alion.io/mcp/rest/get_company?id=40230"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fmorgan-stanley-wealth-management-associate-12"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fmorgan-stanley-wealth-management-associate-12"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fmorgan-stanley-wealth-management-associate-12"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/morgan-stanley-wealth-management-associate-12\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fmorgan-stanley-wealth-management-associate-12"}]}