Top 119 Wm Financial Advisor Jobs

Education Specialist - Vice President
Morgan Stanley —Chicago, IL
- $110,000 - $190,000 a year
- Full-time
- Microsoft Excel
- Research
- Bachelor's degree
- Health savings account
- Paid holidays
VP HR, Total Rewards
UL Solutions —Northbrook, IL
- $260,000 - $380,000 a year
- Holidays
- Oracle
- HIPAA
- 11+ years
- Employee stock purchase plan
- Health insurance
Senior Portfolio Advisor II, WM
Northern Trust Corp. —Winnetka, IL
- $164,600 - $288,000 a year
- Full-time
- 11+ years
- Accounting
- US work authorization
- Health insurance
- Dental insurance
Senior Relationship/Trust Advisor, WM
Northern Trust Corp. —Chicago, IL
- $164,600 - $288,000 a year
- Full-time
- 11+ years
- Business development experience
- Mentoring
- Health insurance
- Dental insurance
Senior Portfolio Advisor, WM
Northern Trust Corp. —Cleveland, OH
- $156,370 - $273,600 a year
- Full-time
- 11+ years
- Accounting
- US work authorization
- Health insurance
- Dental insurance
Relationship/Trust Advisor, WM
Northern Trust Corp. —Chicago, IL
- $114,500 - $194,700 a year
- Full-time
- 7 years
- Business development experience
- Mentoring
- Health insurance
- Dental insurance
Senior Relationship Advisor, WM
Northern Trust Corp. —Chicago, IL
- $164,600 - $288,000 a year
- Full-time
- 11+ years
- Business development experience
- Mentoring
- Health insurance
- Dental insurance
Account Mgr, WM Advisory
Northern Trust Corp. —Phoenix, AZ
- Full-time
- Mid-level
- Business development experience
- Continuous improvement
10d
Sr Account Mgr, WM Advisory
Northern Trust Corp. —Milwaukee, WI
- Full-time
- Office
- Business development experience
- Continuous improvement
Account Manager, WM Advisory
Northern Trust Corp. —New York, NY
- $77,625 - $128,225 a year
- Full-time
- Mid-level
- Business development experience
- Continuous improvement
- Health insurance
- Dental insurance
11d
Digital Banking Product Owner, Vice President
Morgan Stanley —New York, NY
- $110,000 - $190,000 a year
- Full-time
- Bachelor of Science
- Office
- 8 years
WM Global Investment Office - Institutional Innovation Lead, Investing with Impact / Impact Private Markets, Executive Director
Morgan Stanley —New York, NY
- $175,000 - $265,000 a year
- Full-time
- Research
- Office
- Bachelor's degree
10d
Field Communication Associate - Wealth Management Field
Morgan Stanley —South Jordan, UT
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Marketing
Wealth Management Branch Examiner
Morgan Stanley —New York, NY
- $70,000 - $125,000 a year
- Office
- 3 years
- Financial services
- Health savings account
- Paid holidays
Sr Account Manager, WM Advisory
Northern Trust Corp. —Naples, FL
- Full-time
- 5 years
- Office
- Business development experience
Strategy and Operations Specialist, Wealth Management Chief Data Office - Vice President
Morgan Stanley —New York, NY
- $110,000 - $190,000 a year
- Full-time
- 7 years
- Research
- Office
Wealth Management Operational Risk Coverage Professional
Morgan Stanley —Dallas, TX
- $80,000 - $140,000 a year
- Full-time
- 5 years
- Bachelor of Science
- Office
Financial Systems – Workday Architect
William & Mary —Virginia
- $95,000 - $112,000 a year
- Full-time
- Remote
- Background check
- Office
- Finance
- Health insurance
- Dental insurance
UX Designer, Assistant Vice President
Morgan Stanley —New York, NY
- $85,000 - $140,000 a year
- Full-time
- Master's degree
- Bachelor's degree
- Senior level
Senior Consultant, Mergers & Acquisitions (exit-readiness)
West Monroe —Chicago, IL
- $118,200 - $159,900 a year
- Email
- Up to 50% travel
- Research
- Mid-level
- Paid parental leave
- Paid holidays

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Education Specialist - Vice President

Morgan Stanley -
Chicago, IL

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Job Details

Full-time
$110,000 - $190,000 a year

Benefits

Health savings account
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Parental leave
Vision insurance
Life insurance

Qualifications

Customer communication
Microsoft Excel
Video tutorial instructional content development
Serving clients
Financial client presentations
Research
Series 7
Financial product expertise
Financial concepts
Presentation creation
Productivity software
Webinars (training delivery method)
AI-driven automation
Experience practicing in the securities industry
Cryptocurrency
Series 63
Financial markets knowledge

Full Job Description

Education Specialist, Vice President

Wealth Management Platforms
Chicago

E*TRADE is seeking an experienced Education professional with expertise in bringing superior digital customer experiences to market, as well as extensive knowledge of U.S. exchange-listed equities, options, and cryptocurrency marketings. This position will be responsible for cryptocurrency content development strategy, presenting client-facing educational events, identifying opportunities for content creation and development, initiating projects, and working with cross-functional teams to deliver a best-in-class educational experience. Candidates must be highly motivated, detail-oriented, and customer-focused with strong interpersonal, communication, and presentation skills.

About Morgan Stanley

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm’s employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

Morgan Stanley is committed to helping its employees build meaningful careers and we strive to be a place for people to learn, achieve and grow.

Department Overview

In the Wealth Management division, we help people, businesses and institutions build, preserve, and manage wealth so they can pursue their financial goals

Wealth Management (WM) Platforms manages industry-leading platforms, across all WM channels and client segments, to provide a unified digital experience, unlock growth, and deliver efficiencies for Advisors, Clients, and Institutions. WM Platforms consists of ten sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow, Digital Trading & Investing, Generative AI, UX Design & Research, Strategy & Execution, WM Platforms Risk, and the Chief Operating Office.

What you’ll do in the role:

Lead the design, development, and delivery of investor education programs across digital and hybrid channels
Translate complex financial concepts (e.g., equities, options, crypto) into clear, engaging educational content for retail investors
Develop curriculum, learning pathways, and programs tailored to varying levels of financial literacy to deepen client engagement
Maintain awareness of equity and cryptocurrency industry trends
Ability to navigate project delivery amid compliance concerns, risk control processes, and regulatory landscape
Partner with product, marketing, and compliance teams to ensure educational content aligns with firm strategy and regulatory standards
Oversee content strategy including webinars, articles, videos, and platform based learning experiences
Acquire a robust understanding of E*TRADE products, services, processes, and organizational structure to find optimal solutions and achieve success
Research new training supplies and materials that can enhance the firm’s educational offering
Optimize articles and supporting collateral based on existing education, product, and platform content

Skills Required:

Bachelor’s degree preferred, additional product or project management certifications a plus
10+ years’ financial industry experience, preferably in online retail brokerage segment
Experienced client presentation and communications skills required; strong writing skills a plus
Series 7 and 63 registered required, series 24 a plus
Equity and option investing experience preferred; familiarity with bonds, mutual funds, and futures a plus
Strong presentation skills to deliver educational content via webinar and webcasts
Cryptocurrency investing and education experience
Proficiency in leveraging AI tools for efficiency and completing tasks
Experience with creating curriculum for investing journey
Proficiency with Microsoft PowerPoint, Excel, and other Office applications
Proficiency in Adobe graphics and editing programs a plus
Experience with e-learning platforms a plus
Knowledge of trade life cycle, order management, & trade processing a plus
Knowledge of E*TRADE products, services, & systems a plus
Positive, collaborative, & adaptive mindset with detail-oriented approach and strong focus on customer experience
Self-starter with the ability to maintain discipline toward objectives with minimal management oversight

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Salary range for the position: $110,000 and $190,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .

Apply Now

Refine Your Search

Wm Financial Advisor jobs

Education Specialist - Vice President

VP HR, Total Rewards

Senior Portfolio Advisor II, WM

Senior Relationship/Trust Advisor, WM

Senior Portfolio Advisor, WM

Relationship/Trust Advisor, WM

Senior Relationship Advisor, WM

Account Mgr, WM Advisory

Sr Account Mgr, WM Advisory

Account Manager, WM Advisory

Digital Banking Product Owner, Vice President

WM Global Investment Office - Institutional Innovation Lead, Investing with Impact / Impact Private Markets, Executive Director

Field Communication Associate - Wealth Management Field

Wealth Management Branch Examiner

Sr Account Manager, WM Advisory

Strategy and Operations Specialist, Wealth Management Chief Data Office - Vice President

Wealth Management Operational Risk Coverage Professional

Financial Systems – Workday Architect

UX Designer, Assistant Vice President

Senior Consultant, Mergers & Acquisitions (exit-readiness)

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