Wealth Management VEA program - Chicago, IL
711 ms smith barneyChicago, IL
$65,000 – 85,000 Yr
APPLY (opens in a new tab)Wealth Management VEA program - Chicago, IL
711 ms smith barneyChicago, ILSenior L5
$65,000 – 85,000 Yr
Financial and Investment AnalystsPersonal Financial AdvisorsSecurities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities Intermediation
APPLY NOW (opens in a new tab)Business Overview:
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Position Overview:
The Wealth Management VEA Program is designed to give you firsthand experience working with the top Financial Advisors (FAs) in the industry at a leading global financial institution. You may progress through several key areas of business development such as digital marketing/communication, and financial planning. The goal of the program is to give you a strong foundation in the systems/tools, business areas, and skills that are necessary for an enduring and promising career at the Firm. The length of the program enables you to earn your licenses, gain additional professional designations, network, and capture valuable experience working with different FAs to understand how they run their practice. The insight you will gain is unique and if successful, will propel you into a fruitful career at Morgan Stanley.
Experience You Could Gain The Morgan Stanley Wealth Management VEA Program consists of rigorous licensing followed by training and assessments designed to ensure you are fully prepared to be successful in the program.
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
Benefits:
You Could Take Advantage Of 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
Skills/Experience/Qualifications You’ll Need We seek motivated candidates from diverse academic backgrounds with a heightened interest in financial services. Successful analysts have a unique blend of strong interpersonal communication skills, a solid professional presence, and numerical aptitude. Specific qualifications include: A bachelor’s degree with a proven track record of academic success. Prior professional experience would be an asset but not required 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.
A bachelor’s degree with a proven track record of academic success.
Prior professional experience would be an asset but not required
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.
What You Can Expect From Morgan Stanley We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Salary range for the position: $65,000 – 85,000 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component.
Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
At Morgan Stanley, we advise, originate, trade, manage and distribute capital for people, governments and institutions, always with a standard of excellence and guided by our core values.
Morgan Stanley is dedicated to providing first‑class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world.
In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading‑edge solutions—and in “the power’’.. Well….. 100?? what :? She cattle?? ...
What We Do:
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Level
Senior L5
Salary
$65,000 – 85,000 Yr
Location
Chicago, IL
Occupation
Financial and Investment Analysts
Industry
Portfolio Management and Investment Advice
Posted
22 days ago