Financial Planning Virtual Engagement Associate

Morgan Stanley

. Support Financial Advisors in business development and client engagement .

Posted 9/23/2026full-timeAlpharetta • United StatesJuniorMid-Level💰 $65,000 - $85,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client engagement strategies, financial planning tools, and digital outreach initiatives. Proficient in analyzing client data to enhance experiences and support Financial Advisors in achieving business goals.

Highest-signal resume keywords

Client Engagement StrategiesFinancial Planning ToolsSecurities Industry Essentials (SIE)Series 7 and 63 ExamsAI Tools and Technologies

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Communication CampaignsData AnalysisDigital Outreach StrategiesContent CreationBusiness Insights Reporting

Soft Skills

Strong Written and Verbal CommunicationInterpersonal SkillsFlexibility and AdaptabilityHigh MotivationOrganizational Skills

Tools & Technologies

AI-Driven SolutionsFinancial Planning Software

Certifications & Qualifications

Securities Industry Essentials (SIE)Series 7 ExamSeries 63 Exam

Industry Keywords

Financial AdvisorsClient ExperienceWealth SolutionsOnboardingInvestment Solutions

About the role

Key responsibilities & impact

Support Financial Advisors in business development and client engagement
Partner with Financial Advisors to understand business goals and tailor client engagement strategies
Build and execute digital and targeted client outreach strategies
Create social media and website content
Develop segmented client communication campaigns and structured communication cadences
Analyze client relationships and engagement data
Deliver tactical recommendations to enhance the client experience
Support workplace engagement initiatives
Apply financial planning tools to gather client information, build and analyze plans, and communicate results and next steps
Educate clients on Morgan Stanley wealth solutions
Support end-to-end onboarding to drive adoption of relevant capabilities
Develop product and solutions fluency across advisory programs and select investment/insurance solutions
Create and present business insights, reports, and readouts for Financial Advisors and leadership
Share best practices to continuously improve strategy
Complete licensing, training, assessments, and professional development during the program

Requirements

What you’ll need

Bachelor’s degree with a proven track record of academic success
Securities Industry Essentials (SIE) exam completed prior to interviewing
Completion of Series 7 and 63 exams within the provided timeframe
Strong written and verbal communication, client, and interpersonal skills
Flexibility and adaptability
Ability to quickly learn and apply new technologies, processes and tools
Experience in prompt engineering and a strong understanding of AI tools and technologies preferred
Hands-on experience in optimizing AI-driven solutions preferred
High 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
Must not require now or in the future sponsorship for employment visa status
Successful completion of background check and pre-employment assessments

Benefits

Comp & perks

Competitive base salary
Paid time off
Savings programs
Health care
Insurance plans
Student loan refinancing
Fitness subsidy
401(k) offering with competitive Firm matching
Morgan Stanley Employee Stock Purchase Program
Firm sponsorship of the Series 7 and 63 exams
Professional development
Financial product education and platform navigation learning
Opportunity to gain additional professional designations
Networking opportunities
Opportunities to move about the business
Comprehensive employee benefits and perks