Client-Focused Portfolio Management Associate
Listed on 2026-10-17
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Finance & Banking
Portfolio & Asset Management, Wealth Management, Financial Sales
Morgan Stanley is seeking a Portfolio Management Associate to support Financial Advisors and Private Wealth Advisors in delivering exceptional client experiences. The role focuses on asset allocation, client reporting, and research using firm-approved systems, with responsibilities to update estate, retirement, and insurance objectives.
Qualified candidates will have 2+ years of relevant experience, a four-year degree or professional certification, and required Series licenses.
Our organisation is growing, and we are hiring a Client-Focused Portfolio Management Associate in Pasadena, CA, United States.
We invite applications for the Client-Focused Portfolio Management Associate position located in Pasadena, CA, United States.
The following position is for a Client-Focused Portfolio Management Associate with Morgan-Stanley.
Our team is growing, and we are hiring a Client-Focused Portfolio Management Associate in Pasadena, CA, United States.
This position is for the Client-Focused Portfolio Management Associate role at Morgan-Stanley.
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