Wealth Management Return to Work Intern

Position Summary

Morgan Stanley recognizes that successful careers today often do not follow a traditional path. Our Field Return to Work program is an opportunity for entrepreneurially minded, experienced professionals who have taken a break from the workforce to re-engage and prepare to launch a wealth management practice. During the 10-week paid returnship based in Atlanta, Chicago and San Francisco, participants will work with colleagues to engage in the wealth management business, participate in training and networking events, and will be provided with the tools and strategies needed to build a client base of high net worth individuals. The program will equip the participant with access to state-of-the art financial tools and technologies, as well as sales and management mentoring. On completing the program, many participants receive an offer of employment with Morgan Stanley.

Duties and Responsibilities

  • Work closely with Operations, Risk and Business Development teams
  • Support branch management team
  • Provide marketing and sales support to branches and their teams
  • Processing and analyzing financial data for client portfolios
  • Creating asset allocation reviews and financial plans
  • Developing proposals and presentations for prospects and clients
  • Analyzing Financial Advisors’ books of business and identifying new business opportunities
  • Identifying opportunities to promote the development of client relationships

Additional requirements may include:

  • Excellent leadership, interpersonal and communication skills.
  • Strong problem-solving and analytical skills.
  • Excellent presentation, time-management and organizational skills.
  • Entrepreneurial mindset with an interest in building a financial advisory practice

education, experience, knowledge, and skills:

Education and/or Experience
  • At least 7 to 10 years of work experience
  • A career-break of at least two (2) years.
  • An interest in returning to the workforce full time.

Knowledge/Skills

  • Business development and marketing acumen
  • Ability to build and leverage a network of personal and business contacts.

Reports To:

  • Branch Manager

Direct Reports:

  • No

Atlanta

Atlanta Perimeter Office
5565 GLENRIDGE CONNECTOR, SUITE 1900, ATLANTA GA 30342
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Alpharetta Office
2400 LAKEVIEW PARKWAY SUITE 300, ALPHARETTA GA 30009
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Perimeter Office
3455 PEACHTREE ROAD NE, SUITE 1400, ATLANTA GA 30326
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Chicago

Chicago Madison
3 FIRST NAT'L PLAZA STE 5100, CHICAGO IL 60602
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Chicago Madison
70 WEST MADISON STREET, CHICAGO IL 60602
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Oak Brook - Chicago West
2211 YORK ROAD SUITE 100, OAK BROOK IL 60523
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San Francisco/Bay Area

Oakland
1999 HARRISON STREET, SUITE 2200, OAKLAND CA 94612
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Palo Alto
1400 PAGE MILL ROAD, 1ST FLOOR, PALO ALTO, CA 94304
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San Francisco
101 CALIFORNIA STREET, 3RD FLOOR, SAN FRANCISCO CA 94111
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