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Senior Wealth Management Associate - Client Lead
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-07-15
Listing for:
Morgan-Stanley
Full Time
position Listed on 2026-07-15
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Morgan Stanley Wealth Management Associate position supporting FAs/PWAs and teams with client service, marketing, portfolio tools, and financial planning functions.
You will help in maintaining client relationships, preparing for meetings, and handling follow-ups while staying current on policies and platforms. A four-year degree and relevant licenses are preferred; strong MS Excel and Office skills are expected.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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