What are the responsibilities and job description for the Financial Services Team Member position at Morgan Stanley?
Required Skills and Qualifications
As a successful Wealth Management Associate, you will possess the following skills and qualifications:
- 5 years of work experience in a field relevant to the position
- Four-year college degree or professional certification
- Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
- Additional product licenses may be required
- Strong leadership skills
- Knowledge of financial services products
- 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, and internet applications
- Exceptional writing, interpersonal, and client service skills
- Strong time management skills
- Team player with 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
