Wealth Management Virtual Engagement Associate Program

• Support Financial Advisors in business development and client engagement
• Partner with Financial Advisors to understand business goals and tailor client engagement strategies
• Build and execute digital and targeted client outreach strategies, including social media, website content, and segmented communication campaigns
• Develop structured communication cadences to increase client touchpoints and deepen relationships
• Analyze client relationships and engagement data to identify opportunities and recommend client-experience improvements
• Support workplace engagement initiatives and communicate the value of financial advisor partnerships
• Apply financial planning tools to gather client information, build and analyze plans, and communicate results and next steps
• Educate clients on Morgan Stanley wealth solutions and support end-to-end onboarding
• Develop product and solutions fluency across advisory programs and selected investment and insurance solutions
• Create and present business insights, reports, and readouts for Financial Advisors and leadership
• Participate in licensing, training, assessments, networking, and professional development over the two-year-and-three-month program

• Bachelor's degree with a proven track record of academic success
• Prior professional experience is an asset but not required
• Securities Industry Essentials (SIE) exam completed prior to interviewing
• Completion of Series 7 and 63 exams within the provided timeframe
• Strong written and verbal communication, client, and interpersonal skills
• Flexibility and adaptability
• Ability to quickly learn and apply new technologies, processes and tools
• Experience in prompt engineering and strong understanding of AI tools and technologies preferred
• Hands-on experience in optimizing AI-driven solutions preferred
• High motivation and commitment to working hard and staying organized in a competitive, fast-paced environment
• Ability to balance multiple priorities under pressure and time constraints
• Legally authorized to work in the United States without current or future employment visa sponsorship
• Successful completion of background check and pre-employment assessments

Demonstrates expertise in client engagement strategies, financial planning tools, and effective communication to enhance client relationships and support financial advisors. Proficient in analyzing client data to recommend improvements and develop targeted outreach initiatives.

• Client Engagement Strategies
• Financial Planning Tools
• Securities Industry Essentials (SIE)
• Series 7 and 63 Exams
• AI Tools and Technologies

• Client Relationship Analysis
• Digital Outreach Strategies
• Communication Cadences
• Business Insights Reporting
• Financial Solutions Fluency

• Strong Written Communication
• Interpersonal Skills
• Flexibility
• Adaptability
• Organizational Skills

• Securities Industry Essentials (SIE)
• Series 7 Exam
• Series 63 Exam

• Financial Advisors
• Client Engagement
• Wealth Solutions
• Onboarding
• Professional Development

• AI-Driven Solutions
• Financial Planning Software