PDF Morgan Stanley Wealth Management Associate
Morgan Stanley
Wealth Management Associate - Job Description
POSITION SUMMARY:
The Wealth Management Associate is a client-facing role. Through a combination of client-management skills, planning, market, product knowledge, the Wealth Management Associate partners with team members to address the specific needs and service issues of 401(k) clients in order to cultivate existing client relationships.
DUTIES and RESPONSIBILITIES:
Manages relationships with clients and proactively helps to resolve issues and concerns Coordinates resolution of complex issues/concerns received from the client with input from senior
team members Identifies practice management opportunities through various firm channels Provides support on products and services Utilize financial planning tools to analyze complex financial information and lead client/prospect
financial planning presentations in conjunction with senior team members Coordinates enrollment/education campaigns/meetings for 401(k) plan participants Utilizes knowledge, experience, and expertise to lead a comprehensive discovery analysis that
identifies differentiating information and variables to be used in the financial planning process Participate in internal research projects and special client assignments as needed Develops customized presentation materials for existing clients Independently improves and streamlines the service model and operational procedures for the team Assist in business development efforts and from time to time participate in RFP responses
EDUCATION and EXPERIENCE
College degree and 5+ years of relevant work experience Ideally a CFP, CFA, or CPA designation or progress toward Additional licenses may be required
KNOWLEDGE and SKILLS:
Financial industry, tax, or financial planning knowledge preferred Excellent written and verbal communication skills with careful attention to detail Strong presentation skills in a large group setting Able to work independently, as well as in a group setting Advanced user of Excel and PowerPoint Self-motivated with a strong work ethic ? able to work Monday ? Friday. Client work at times could
require more than 40 hours in a work week. Some travel through the Pacific Northwest.
Send your resume to Eric.Gefre@
................
................
In order to avoid copyright disputes, this page is only a partial summary.
To fulfill the demand for quickly locating and searching documents.
It is intelligent file search solution for home and business.
Related download
- pdf 2018 salary guide robert half
- pdf banking asset management salary survey 2018
- pdf financial services wealth management
- pdf wealth advisor associate job description texas tech
- pdf form adv part 2b brochure supplement san antonio texas 78205
- pdf reward schemes for employees and management acca global
- pdf 2012 chicago five star wealth managers
- pdf senior wealth planner job specification
- pdf 2017 adviser compensation staffing study pershing
- pdf banking asset management salary survey page executive
Related searches
- denver wealth management firms
- crossroads wealth management kansas city
- wealth management companies
- wealth management firm
- wealth management firms rankings 2018
- wealth management advisors
- wealth management advisor job description
- wealth management advisor salary
- ranking of wealth management firms
- wealth management advisor training program
- wealth management associate job description
- morgan stanley wealth advisor associate