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2027 Wealth Management Virtual Engagement Associate (VEA) Program | Tempe
About the position
The VEA Program is designed to give candidates firsthand experience working with top Financial Advisors (FAs) at a leading global financial institution. The program includes several different roles supporting FAs in business development, such as Client Engagement Associate, Financial Planning Associate, Workplace Engagement Associate, and Wealth Solutions Associate. Placement in a specific role depends on the candidate's experience, education, credentials, and business needs. The program aims to provide a strong foundation in systems, tools, business areas, and skills. It is structured as a two-year and three-month commitment, including licensing and training, to build a foundation in Wealth Management and client engagement. This duration allows for earning licenses, role-specific training, pursuing professional designations, networking, and gaining experience with different FAs to understand practice management. The insights gained are intended to propel successful associates into fruitful careers at Morgan Stanley, with opportunities to continue beyond the initial program period. The VEA Program operates in-person across six office locations: Alpharetta, GA; Chicago, IL; Dallas, TX; New York Metro; and Tempe, AZ. This is not a remote position.
Responsibilities
- Partnering with Financial Advisors to understand their business goals and tailor client engagement strategies to support growth.
- Building and executing digital and targeted client outreach strategies, including social media/website content and segmented client communication campaigns.
- Developing structured communication cadences that increase meaningful client touchpoints and deepen relationships over time.
- Analyzing client relationships and engagement data to identify opportunities and deliver tactical recommendations to enhance the client experience.
- Supporting workplace engagement initiatives, including communicating the value of a financial advisor partnership to workplace participants.
- Applying financial planning tools and resources to gather client information, build/analyze plans, and communicate results and next steps clearly.
- Educating clients on Morgan Stanley wealth solutions and supporting end-to-end onboarding to drive adoption of relevant capabilities (e.g., cash management and self-directed solutions).
- Developing product and solutions fluency across advisory programs and select investment/insurance solutions, with exposure to complex implementation and client-facing reporting.
- Creating and presenting business insights (e.g., reports and readouts) for FAs and leadership, and sharing best practices to continuously improve strategy.
Requirements
- A bachelor’s degree with a proven track record of academic success.
- Securities Industry Essentials (SIE) exam completed prior to interviewing for the program.
- Strong written and verbal communication, client, and interpersonal skills.
- Demonstrates flexibility and adaptability, with the ability to quickly learn and apply new technologies, processes and tools to meet evolving business needs.
- 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.
- Applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.
- Successful completion of background check and pre-employment assessments.
Nice-to-haves
- Prior professional experience would be an asset but not required.
- Experience in prompt engineering and a strong understanding of AI tools and technologies preferred, as well as hands-on experience in optimizing AI-driven solutions.
Benefits
- Competitive base salary
- Paid time off
- Savings programs
- Health care
- Insurance plans
- Student loan refinancing
- Fitness subsidy
- Access to 401(k) offering with competitive Firm matching
- Access to the Morgan Stanley Employee Stock Purchase Program
- Obtain Series 7 and 63 licenses.
- Develop a robust understanding of the financial services industry through the lens of one of the world’s leading financial institutions
- Access an immersive learning experience that incorporates financial product education, platform navigation along with professional development
