Wealth Management Specialist, Sr. jobs in Lansing, MI

Wealth Management Specialist, Sr. develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Being a Wealth Management Specialist, Sr. keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Additionally, Wealth Management Specialist, Sr. follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. Typically has the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist, Sr. work is highly independent. May assume a team lead role for the work group. A specialist on complex technical and business matters. To be a Wealth Management Specialist, Sr. typically requires 7+ years of related experience. (Copyright 2024 Salary.com)

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Wealth Management Associate
  • Morgan Stanley
  • East Lansing, MI FULL_TIME
  • Wealth Management Associate *

    Job Number:

    3241907

    POSTING DATE: Oct 30, 2023
    PRIMARY LOCATION: Americas-United States of America-Michigan-East Lansing
    JOB: Wealth Management
    EMPLOYMENT TYPE: Full Time
    JOB LEVEL: Professional

    DESCRIPTION

    POSITION SUMMARY:

    The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios. Under the direction of the Financial Advisor / Private Wealth Advisor, this industry professional combines relationship management with marketing skills, and product knowledge to cultivate longstanding relationships with clients. This self-starter must be able to work across the team and across the firm to respond quickly and accurately to client questions and concerns. The Wealth Management Associate is an integral member of the advisory team and is responsible for delivering a consistent, positive client experience to help ensure all commitments are completed and delivered in a timely manner.

    DUTIES and RESPONSIBILITIES:
    Client Support:
      Establishes and cultivates trusting relationships with new and existing clients, proactively helping them understand their investments and planning strategies, often with guidance and input from team members
      Assists Financial Advisors / Private Wealth Advisors in the development and delivery of financial and investment strategies that aim to address each client’s specific goals and concerns
      Leads a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and attention to detail
      Thoroughly understands and utilizes the firm’s financial planning tools to analyze complex financial information and lead presentations in partnership with the Financial Advisors / Private Wealth Advisors
      Prepares performance reports and other data for clients that may involve evaluating account performance, analyzing investment portfolio holdings and generating quarterly investment performance monitors
      Provides ongoing support in educating clients about specific products and services offered at the firm
      Develops presentation materials and proposals to assist Financial Advisors in cultivating new business opportunities
      May participate in or conduct client meetings with or on behalf of the Financial Advisors / Private Wealth Advisors
      Works with clients on the execution of orders in Brokerage and Advisory accounts
      Assists clients with market and stock research
      Designs and produces strategy reports and other types of communications for Financial Advisor / Private Wealth Advisor to use with clients and prospects as part of the overall marketing initiative
      Conducts quarterly/annual business performance reviews in partnership with the Financial Advisor / Private Wealth Advisor
      Manages events, webinars and seminars by organizing, marketing and setting up the venue in collaboration with the Financial Advisor / Private Wealth Advisor
    Business Development & Operational Support:
      Develops customized presentation materials and manages performance measurements on existing accounts to market and attract new clients
      Collaborates with the Financial Advisor / Private Wealth Advisor to develop an overall business plan and marketing strategy that may include targeted events and customized seminars
      Develops, implements and communicates enhanced service protocols and new procedures, products and portfolio enhancements to existing clients
      Identifies and implements practice management opportunities by interfacing with various departments across the firm
      Coordinates enrollment campaigns/meetings for existing clients
      Assigns work to team’s Client Service Associate as appropriate
      Cultivates and develops relationships with business partners internally and externally
      Provides tailored recommendations to the Financial Advisor / Private Wealth Advisor about specific client situations and opportunities to consider
      Proactively participates in firm initiatives directed by local management

    QUALIFICATIONS

    EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
    Education and/or Experience
      5 years of work experience in a field relevant to the position required
      Four-year college degree or professional certification preferred
      Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
      Additional product licenses may be required
    Knowledge/Skills
      Enjoys working with people and problem solving
      Effective written and verbal communication skills
      Knowledge of financial industry and investment products preferred
      Strong understanding of applicable compliance rules, regulations and firm policies
      Able to work independently and effectively on a team
      Demonstrates leadership skills
      Strong computer skills, including knowledge of Microsoft Office (Word, Excel and PowerPoint)
      Detail-oriented with superior organizational skills and ability to prioritize tasks • Ability and interest in working in a fast-paced, evolving environment
      Ability and interest in working in a fast-paced, evolving environment
    REPORTS TO:
      Business Service Officer

    Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
    It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
    Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
  • 10 Days Ago

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Wealth Management Client Associate
  • Bank of America
  • East Lansing, MI FULL_TIME
  • Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we...
  • 16 Days Ago

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Registered Client Associate
  • Parson Dedic Wealth Management Group
  • Owosso, MI FULL_TIME
  • Parson | Dedic Wealth Management Group is seeking a full time Client Associate to join our team in Owosso, MI. This position will focus on enhancing the overall client experience by providing quality ...
  • Just Posted

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Change Management Specialist
  • Dewpoint
  • Lansing, MI FULL_TIME
  • Position Description The Change Management Specialist will play a key role in ensuring projects (change initiatives) meet objectives on time and on budget by increasing employee adoption and usage. Th...
  • 9 Days Ago

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Specialized Case Management Specialist
  • 55 Compass Connections
  • Lansing, MI FULL_TIME
  • It's a great feeling to work for a company that does so much good for others around the world! Academic Req: Strongly Preferred – Master’s degree in social work, psychology, sociology, or other releva...
  • 15 Days Ago

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LEASING SPECIALIST
  • Gillespie Property Management
  • Grand Ledge, MI FULL_TIME
  • DescriptionGillespie Group is looking for a dynamic part-time Leasing Specialist for our apartments located in Delta Township. Previous property management experience is desired. Must possess the foll...
  • 1 Day Ago

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0 Wealth Management Specialist, Sr. jobs found in Lansing, MI area

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Remote Insurance Agent
  • Dorr Agency
  • Lansing, MI
  • Looking for your last career stop? Interested in an industry change? Seeking work-life balance? The Dorr Agency is seeki...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent (Reviewer - Examiner) 12 MONTH ROSTER - AMENDED
  • Department Of The Treasury
  • East Lansing, MI
  • Duties WHAT IS THE WHISTLEBLOWER OFFICE (WBO) DIVISION? A description of the business units can be found at: https://www...
  • 3/27/2024 12:00:00 AM

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Sales Agent - Remote - No Cold Calling
  • The Maddox Agency
  • Lansing, MI
  • Job Description Job Description Position: Account Executive / Field Agent / Leadership Position Employment Type: Full ti...
  • 3/26/2024 12:00:00 AM

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Associate Financial Representative
  • Modern Woodmen of America
  • Holt, MI
  • Who we are: Modern Woodmen Fraternal Financial and MWA Financial Services. A not-for-profit financial planning organizat...
  • 3/26/2024 12:00:00 AM

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Human Resources Coordinator - Bilingual
  • The Christman Company
  • Lansing, MI
  • Build More with Your Career at Christman Are you interested in becoming an employee-owner with a leading national genera...
  • 3/25/2024 12:00:00 AM

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Temporary Grant Specialist
  • Abacus Service Corporation
  • Lansing, MI
  • Job Description: For the Temporary Grant Specialist: We would like to look at candidates within an hourly range scale. P...
  • 3/25/2024 12:00:00 AM

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Treasury Supervisor
  • HRU Technical Resources
  • Lansing, MI
  • Job Description Job Description The Supervisor of Treasury supports the company’s business units by continually providin...
  • 3/25/2024 12:00:00 AM

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Project Manager
  • The Christman Company
  • Lansing, MI
  • Build More with Your Career at Christman Are you interested in becoming an employee-owner with an industry leader that w...
  • 3/24/2024 12:00:00 AM

Lansing /ˈlænsɪŋ/ is the capital of the U.S. state of Michigan. It is mostly in Ingham County, although portions of the city extend west into Eaton County and north into Clinton County. The 2010 Census placed the city's population at 114,297, making it the fifth largest city in Michigan. The population of its Metropolitan Statistical Area (MSA) was 464,036, while the even larger Combined Statistical Area (CSA) population, which includes Shiawassee County, was 534,684. It was named the new state capital of Michigan in 1847, ten years after Michigan became a state. The Lansing metropolitan area,...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$106,970 to $153,281
Lansing, Michigan area prices
were up 1.3% from a year ago