Morgan Stanley
San Francisco, California
Private Wealth Management, Wealth Management Associate (CFP preferred)
Job details
- Location
- San Francisco, California
- Work type
- Onsite
- Compensation
- $68,000 - $120,000/yr
- Posted
- Apr 6, 2026
- Apply on
- ms.wd5.myworkdayjobs.com
About this role
5+ years of work experience; active SIE, Series 7 and 66 licenses; four-year college degree preferred; additional product licenses may be required.
What you'll do at Morgan Stanley:
- cultivates relationships
- analyzes portfolios
- prepares reports
Apply to this Private Wealth Management, Wealth Management Associate (CFP preferred) role at Morgan Stanley with a tailored resume on ApplyBolt.