Wealth Management Associate
Boulderonsitejunior$50K – $95K
Posted today · via Workday
About this role
POSITION SUMMARY: Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and their focus will be on delivering an exceptional client experience.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: teams
2
Level fit
This role is junior-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Boulder. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
Pulled from the job description. These are the keywords we'll weight when scoring your fit.
teams
More at Morgan Stanley
- View →Registered Client Service AssociateParamus, New Jersey, United States of America
- View →Associate, ResearchNew York, New York, United States of America
- View →Assistant Vice President, Data Science & AnalysisJersey City, New Jersey, United States of America
- View →Vice President - Lead Software EngineerNew York, New York, United States of America
- View →Registered Client Service AssociateCharlotte, North Carolina, United States of America
- View →Associate, BankingNew York, New York, United States of America