Morgan Stanley
TRAINING PROGRAM
The Wealth Management training program consists of a curriculum designed to equip Summer Analysts with the fundamental skills they need in order to be successful in Wealth Management. The Program is one week long and includes a Firmwide orientation, business overviews, professional development, technical training and networking events. Senior and peer speaker series are also a part of the overall training and are run throughout the duration of the Program.
RESPONSIBILITIES
Responsibilities vary according to the Home Office group you are placed in. You will collaborate with your team and larger division to create tailored, custom solutions for our clients.
– Potential Wealth Management Home Office roles cover a wide range of disciplines and may include but are not limited to:
o Product development and management
o Investment research and due diligence
o Analytics & Data
o Field services
o Financial Wellness
o Marketing
o Business Development
o Strategy
o Portfolio Construction
o Sales Engagement
o Digital Strategy
QUALIFICATIONS/ SKILLS/ REQUIREMENTS
• You are pursuing an undergraduate degree with an expected graduation date between December 2026 and June 2027.
• Minimum 3.5 GPA.
• You have basic knowledge and a keen interest in finance.
• You are analytical, results-driven, able to multi-task, and a team player with a positive attitude.
• You possess strong oral and written communication skills.
• To qualify, applicants must be legally authorized to work in the United States, without requiring, now or in the future, sponsorship for employment visa status.
Expected base pay rate for the role will be $52.89 per hour at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Applications will close on June 1, 2025 but will be reviewed on a rolling basis so we encourage all applicants to apply sooner rather than later.
To apply for this job please visit morganstanley.tal.net.