2027 Wealth Management Virtual Engagement Associate Program

About the Role

The Virtual Engagement Associate (VEA) Program is designed for candidates interested in roles with anticipated start dates throughout 2027. This program offers firsthand experience working with top Financial Advisors (FAs) at a leading global financial institution.

Upon hire, you will be placed in one of several roles supporting Financial Advisors in business development, including:

• Client Engagement Associate
• Financial Planning Associate
• Workplace Engagement Associate
• Wealth Solutions Associate

The VEA Program is structured as a two-year and three-month commitment, including licensing and training. The goal is to provide a strong foundation in systems, tools, business areas, and skills across Wealth Management and client engagement. This length allows for earning licenses, training, gaining professional designations, networking, and capturing valuable experience working with different FAs.

The VEA Program operates in-person across six office locations:

• Alpharetta, GA
• Chicago, IL
• Dallas, TX
• New York Metro
• Tempe, AZ

The Experience You Could Gain

• 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 to increase meaningful client touchpoints and deepen relationships.
• Analyzing client relationships and engagement data to identify opportunities and deliver tactical recommendations.
• 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.
• Educating clients on Morgan Stanley wealth solutions and supporting end-to-end onboarding to drive adoption of relevant capabilities.
• Developing product and solutions fluency across advisory programs and select investment/insurance solutions.
• Creating and presenting business insights (e.g., reports and readouts) for FAs and leadership.

Benefits You Could Take Advantage Of

• Competitive base salary, paid time off, savings programs, health care, insurance plans, student loan refinancing, fitness subsidy, and more.
• Access to a 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.
• Access an immersive learning experience including financial product education, platform navigation, and professional development.

Requirements & Tech Stack

• Securities Industry Essentials (SIE) exam completed prior to interviewing.
• Firm sponsorship for the Series 7 and 63 exams is provided and requires completion within the provided timeframe.
• Experience in prompt engineering and a strong understanding of AI tools and technologies preferred.
• Hands-on experience in optimizing AI-driven solutions.

Qualifications

• A bachelor’s degree with a proven track record of academic success.
• Strong interpersonal communication skills.
• Professional presence.
• Numerical aptitude and comfort with data/metrics.
• Organizational skills.
• Analytic mindset.
• Great attention to detail.
• 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.
• 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.
• Legally authorized to work in the United States without requiring future sponsorship.
• Successful completion of background check and pre-employment assessments.