Apply on Employer Site

E*TRADE from Morgan Stanley · 5 months ago

Wealth Management VEA Program - Tempe, AZ

58 South River Drive

Full-time

Onsite

New Grad, Entry Level

Morgan Stanley is a leading global financial services firm providing a wide range of investment and wealth management services. The Wealth Management VEA Program offers firsthand experience working with top Financial Advisors, focusing on business development, digital marketing, and financial planning, while also providing opportunities to earn licenses and professional designations.

BankingFinanceFinancial Services

No H1B

Responsibilities

Set up and execute digital marketing strategies for FAs across multiple social media platforms and their website

Curate marketing campaigns targeting segments of an FAs business to drive engagement

Identify opportunities analyzing client relationships and providing tactical recommendations to help FAs better support their clients

Leverage the Firm’s proprietary financial planning resources while partnering with experienced FAs to support their clients and the adoption of Goals Based Wealth Management strategies

Work with clients and gather information to build, analyze, and present plans in a thoughtful and effective manner

Generate and present reports to FAs highlighting areas of opportunity and improvement in your strategy to grow their business

Regularly participate in meetings with management to share best practices and areas of opportunity

Qualification

Securities Industry EssentialsSeries 7 licenseSeries 63 licenseFinancial Planning SpecialistCommunication skillsNumerical aptitudeCommitmentLearn quicklyInterpersonal skillsMotivationOrganizational skills

Required

A bachelor's degree with a proven track record of academic success

Securities Industry Essentials (SIE) exam completed prior to interviewing for the program in addition to Firm sponsorship of the Series 7 and 63 exams within a specific timeframe

Strong written and verbal communication, client, and interpersonal skills

Ability to learn quickly and adopt new technologies

Extraordinarily high level of 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

Authorization to work in the U.S. without durational restrictions

Successful completion of background check and pre-employment assessments

Preferred

Prior professional experience would be an asset but not required

Benefits

Competitive base salary, and a wide range of benefits including paid time off, savings programs, health care, insurance plans, student loan refinancing, fitness subsidy, and more

Access to 401(k) offering with competitive Firm matching as well as access to the Morgan Stanley Employee Stock Purchase Program

Obtain Series 7, 63, and 65 licenses in addition to the Financial Planning Specialist (FPS) designation. Support for additional professional designations consists of, but are not limited to, the CFP®

Develop a robust understanding of the financial services industry through the lens of 1 of the world’s leading financial institutions

Access an immersive learning experience that incorporates financial product education, platform navigation along with professional development