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Wealth Management Portfolio Associate: Client-First PM

Job in West Palm Beach, Palm Beach County, Florida, 33412, USA
Listing for: Morgan-Stanley
Full Time position
Listed on 2026-06-21
Job specializations:
  • Finance & Banking
    Financial Advisor, Wealth Management, Financial Consultant, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Management Portfolio Associate: Client-First PM Support

Morgan Stanley is seeking a Portfolio Management Associate in West Palm Beach, Florida, who will support Financial Advisors in developing financial plans and investment strategies. The role requires exceptional client service skills and a solid understanding of financial services products.

Candidates should have 2+ years of relevant experience and possess the necessary licenses. Morgan Stanley values diversity and offers comprehensive employee benefits.

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Position Requirements
10+ Years work experience
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