Wealth Management Associate: Client Strategy & Investments
Job in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2026-07-18
Listing for:
711 MS Smith Barney, LLC
Full Time
position Listed on 2026-07-18
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Morgan Stanley is seeking a Wealth Management Associate in Chicago to serve as a primary client contact for a broad range of services including account servicing, financial planning and investment portfolios. Under the guidance of the Financial Advisor, you will combine relationship‑building, marketing and product knowledge to deliver a consistent, positive client experience.
You will support advisors in developing strategies, preparing reports, and presenting to clients while coordinating with
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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