Wealth Management Return to Work Program

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, 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

California

Roseville
1478 STONE POINT DRIVE Roseville, CA 95661
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Irvine
1901 MAIN STREET 7TH Floor  Irvine, CA 92614
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Walnut Creek
1333 North California Blvd., Suite 133  Walnut Creek, CA 94596
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Georgia

Atlanta
3455 PEACHTREE ROAD NE, SUITE 1400, ATLANTA GA 30326
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Illinois

Chicago
3 FIRST NAT'L PLAZA STE 5100, CHICAGO IL 60602
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Chicago
70 WEST MADISON STREET, CHICAGO IL 60602
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Deerfield
111 S PFINGSTEN RD STE 200 Deerfield, IL 60015
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Michigan

Birmingham
34901 WOODWARD AVENUE Suite 300  Birmingham, MI 48009
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Farmington Hills
35055 W. TWELVE MILE RD Suite 101 Farmington Hills, MI 48331
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Washington

Bellevue 
500 108TH AVE.,NE Suite 1900 Bellevue, WA 98004
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Texas

San Antonio
755 MULBERRY AVE. Suite 300 San Antonio, TX 78212
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