Wealth Management Associate: Client Lead
Listed on 2026-10-06
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Finance & Banking
Wealth Management
Morgan Stanley in Bloomington, MN seeks a Wealth Management Associate to support senior Financial Advisors and teams. The role focuses on delivering a premier client experience, coordinating client service, digital marketing, and portfolio/proposals tools, while maintaining strong relationships with clients and partners.
Ideal candidates have 5+ years of relevant experience, a four-year degree or professional certification, and active securities licenses.
Step into the Wealth Management Associate:
Client Experience Lead role at 711 MS Smith Barney, LLC in BLOOMINGTON, MN, United States and grow with us.
Learn more about the Wealth Management Associate:
Client Experience Lead role in the description above.
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