Wealth Portfolio Associate — Client‑Focused Growth
Job in
Paterson, Passaic County, New Jersey, 07544, USA
Listed on 2026-07-31
Listing for:
Socket.dev
Full Time
position Listed on 2026-07-31
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Morgan Stanley is seeking a Portfolio Management Associate to support Financial Advisors and PWAs in developing financial plans and investment strategies. The role emphasizes a client-first mindset, strong interpersonal skills, and the ability to interpret market trends and economic outlook.
The position integrates with firm-approved systems to prepare reports and support meetings. Expect to collaborate with FAs/PWAs, participate in client and prospect meetings, and contribute to the marketing
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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