💼 Full-Time Position

Wealth Management Associate

🏢
Morgan Stanley
📍 worcester, ma, United-States
📍
Location
worcester, United-States
📅
Posted
June 09, 2026
⏰
Type
Full-Time
🎯

Full-Time Opportunity: This is a permanent, full-time position with a competitive package and real career growth potential.

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 relations...