Wealth Management Virtual Engagement Associate – Program

• Support top Financial Advisors in business development and client engagement
• Partner with Financial Advisors to understand business goals and tailor client engagement strategies
• Build and execute digital and targeted client outreach strategies
• Develop structured communication cadences to increase client touchpoints and deepen relationships
• Analyze client relationships and engagement data to identify opportunities and recommend improvements
• Support workplace engagement initiatives
• Apply financial planning tools to gather client information, build and analyze plans, and communicate results
• Educate clients on Morgan Stanley wealth solutions and support end-to-end onboarding
• Develop product and solutions fluency across advisory programs and select investment and insurance solutions
• Create and present business insights, reports, and readouts for Financial Advisors and leadership
• Share best practices to continuously improve strategy
• Complete licensing, training, and assessments during the program
• Work with different Financial Advisors to understand how they run their practices

• Bachelor’s degree with a proven track record of academic success
• Securities Industry Essentials (SIE) exam completed prior to interviewing
• Completion of Series 7 and 63 exams within the provided timeframe
• Strong written and verbal communication, client, and interpersonal skills
• Flexibility and adaptability
• Ability to quickly learn and apply new technologies, processes and tools
• Experience in prompt engineering and strong understanding of AI tools and technologies preferred
• Hands-on experience optimizing AI-driven solutions preferred
• High motivation and commitment to working hard and staying organized in a competitive, fast-paced environment
• Ability to balance multiple priorities under pressure and time constraints
• Legally authorized to work in the United States
• Must not require now or in the future sponsorship for employment visa status
• Successful completion of background check and pre-employment assessments

Demonstrates expertise in client engagement strategies, financial planning tools, and data analysis to enhance client relationships and support Financial Advisors. Proficient in developing targeted outreach strategies and presenting business insights while maintaining strong communication and organizational skills.

• Bachelor's Degree
• Securities Industry Essentials (SIE) Exam
• Series 7 and 63 Exams
• Client Engagement Strategies
• AI Tools and Technologies

• Financial Planning Tools
• Data Analysis
• Client Outreach Strategies
• Business Insights Presentation
• Prompt Engineering
• AI-Driven Solutions Optimization

• Strong Written Communication
• Strong Verbal Communication
• Interpersonal Skills
• Flexibility
• Adaptability
• Organizational Skills

• Securities Industry Essentials (SIE)
• Series 7
• Series 63

• Financial Advisors
• Client Engagement
• Wealth Solutions
• Onboarding
• Workplace Engagement Initiatives