2023 Pathways Wealth Management Summer Internship – Bethesda, MA
PROGRAM DESCRIPTION:
At Morgan Stanley, we know that the diversity of our people is one of our greatest strengths. We strive to build an organization that is diverse in experience and background, reflecting our standards of integrity and excellence. Our Pathways Summer Internship Program is an integral part of our long-term diversity recruiting strategy, open to outstanding rising junior and seniors pursuing a career in Wealth Management.
During this 10-week internship, you’ll work side-by-side with a successful, established Financial Advisory team. The program includes course work in industry and product-specific training, an overview of wealth management and the roles within, and an overall education about the depth and breadth of Morgan Stanley’s platform and capabilities. Throughout the program, Associates will share experiences with a virtual cohort community, participate in weekly mentoring and learning sessions, and add value through their unique perspective and strong academic background.
KEY RESPONSIBILITIES:
- Assist in sales and operation functions to streamline processes and strengthen the client experience.
- Learn how Financial Advisors identify new opportunities and develop client relationships.
- Support Branch Management and attend branch meetings and events.
- Establish a strong Financial Advisor team marketing presence, including digital and print assets, website optimization, social media campaigns and niche target market outreach.
- Perform market research and analyze financial data for client portfolios.
- Learn about various departments within Morgan Stanley and the role they play in achieving the organizations goals.
QUALIFICATIONS/SKILLS/REQUIREMENTS:
- You are pursuing an undergraduate degree or are a recent graduate from a 4-year accredited college or university.
- Minimum GPA of 3.2 in pursuit of a finance or entrepreneurial related degree.
- Strong desire to gain further understanding of the global wealth management business.
- Basic knowledge and a keen interest in finance.
- Marketing expertise preferred.
- An ability to understand and interpret numeric data.
- Effective written and oral communication and interpersonal skills.
- Self-starter with an entrepreneurial spirit.
- The ability to collaborate and work effectively on a team.
- Digital marketing experience preferred.
- Strong project management skills with impeccable attention to detail.