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E*TRADE from Morgan Stanley · 2 months ago

Private Wealth Management Portfolio Management Associate

Chesterfield, Missouri, United States of America

Full-time

Onsite

Entry Level

2+ years exp

E*TRADE from Morgan Stanley is seeking a Portfolio Management Associate to provide exceptional service to clients and support Financial Advisors and Private Wealth Advisors. The role involves developing financial plans, investment strategies, and ensuring an exceptional client experience while understanding market conditions and trends.

BankingFinanceFinancial Services

Responsibilities

At the direction of the FA/PWA/team, entering new or adjusting existing asset allocations

At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports from firm-approved systems for existing or prospective clients

At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems

At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens

At the direction of the client or FA/PWA/team, making updates to clients’ estate, trust, retirement, and insurance objectives

Reviewing new client prospects that are developed through leads and referrals in relation to the FA/PWA/team’s client service model

At the direction of FA/PWA/team, executing against all clerical elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity

Providing feedback and suggesting upgrades to Portfolio Management business partners on firm approved tools and resources

Qualification

Series 7Series 66Financial services knowledgeMS ExcelOrganizational skillsClient service skillsInterpersonal skillsTime managementTeam playerAdaptability

Required

2+ years of experience in a field relevant to the position required

Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required

Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts

Technically proficient and quick learner of new and updated platforms

Detail oriented with superior organizational skills and ability to prioritize

Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications

Exceptional writing, interpersonal and client service skills

Strong time management skills

Team player with the ability to collaborate with others

Ability to work in a fast-paced, evolving environment

Adaptable and ability to multi-task

Goal oriented, self-motivated and results driven