Client-Driven Portfolio Support Specialist
Job in
Red Bank, Monmouth County, New Jersey, 07701, USA
Listed on 2026-07-31
Listing for:
PowerToFly
Full Time
position Listed on 2026-07-31
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Morgan Stanley seeks a Portfolio Management Associate to support Financial Advisors and Private Wealth Teams with client service and portfolio activity. You will help develop financial plans and investment strategies aligned with client goals in a fast-paced environment.
Education and licensure expectations include a 4-year degree and Series 7/66 or equivalent licenses; you may participate in firm-approved research, reporting, and marketing activities while advancing client relationships and
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