Wealth Management VEA Program Job New York New York USA,Finance & Banking

Business Overview:

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic.

Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Position Overview:

The Wealth Management VEA Program is designed to give you firsthand experience working with the top Financial Advisors (FAs) in the industry at a leading global financial institution. You may progress through several key areas of business development such as digital marketing/communication, and financial planning. The goal of the program is to give you a strong foundation in the systems/tools, business areas, and skills that are necessary for an enduring and promising career at the Firm.

The length of the program enables you to earn your licenses, gain additional professional designations, network, and capture valuable experience working with different FAs to understand how they run their practice. The insight you will gain is unique and if successful, will propel you into a fruitful career at Morgan Stanley.

The Experience You Could Gain:

Set up and execute digital marketing strategies for FAs across multiple social media platforms and their website
Curate marketing campaigns targeting segments of an FAs business to drive engagement
Identify opportunities analyzing client relationships and providing tactical recommendations to help FAs better support their clients
Leverage the Firm’s proprietary financial planning resources while partnering with experienced FAs to support their clients and the adoption of Goals Based Wealth Management strategies
Work with clients and gather information to build, analyze, and present plans in a thoughtful and effective manner
Generate and present reports to FAs highlighting areas of opportunity and improvement in your strategy to grow their business
Regularly participate in meetings with management to share best practices and areas of opportunity

Benefits You Could Take Advantage Of:

Competitive base salary, and a wide range of benefits including paid time off, savings programs, health care, insurance plans, student loan refinancing, fitness subsidy, and more Access to 401(k) offering with competitive Firm matching as well as access to the Morgan Stanley Employee Stock Purchase Program Obtain Series 7, 63, and 65 licenses in addition to the Financial Planning Specialist (FPS) designation.
Support for additional professional designations consists of, but are not limited to, the CFP® Develop a robust understanding of the financial services industry through the lens of 1 of the world’s leading financial institutions Access an immersive learning experience that incorporates financial product education, platform navigation along with professional development

The Skills/Experience/Qualifications You’ll Need:

We seek motivated candidates from diverse academic backgrounds with a heightened interest in financial services. Successful analysts have a unique blend of strong interpersonal communication skills, a solid professional presence, and numerical aptitude.

Specific qualifications include:

A bachelor’s degree with a proven track record of academic success.
Prior professional experience would be an asset but…