Job details
- Location
- Purchase or Harrison
- Work type
- Onsite
- Compensation
- $85,000 - $140,000/yr
- Posted
- Sep 8, 2026
- Apply on
- morganstanley.eightfold.ai
About this role
Bachelor’s degree, 3–5+ years of relevant experience, Series 7 and 63 or willingness to obtain within 180 days, 529 Plan knowledge, advanced Microsoft Office proficiency, and strong client service and project management skills.
What you'll do at Morgan Stanley Wealth Management:
- managing platforms
- delivering training
- mitigating risks
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