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Wealth Management Client Services Leader
Job in
Colchester, Chittenden County, Vermont, 05446, USA
Listed on 2026-07-19
Listing for:
Morgan Stanley
Full Time
position Listed on 2026-07-19
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Morgan Stanley is seeking a Wealth Management Associate to support Financial Advisors and PWAs, contributing to client experiences and strategic initiatives. You will assist in digital marketing, portfolio handling, and preparing financial plans using firm-approved tools.
Ideal candidates bring 5+ years of related experience, a four-year degree, and active securities licenses. This role emphasizes strong service, collaboration, and the ability to adapt in a fast-paced environment.
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