Top 8 Wealth management associate Jobs in Columbia, Md

Internal Audit Associate - Wealth Management Operations
Morgan Stanley —Baltimore, MD
- $86,000 - $126,500 a year
- Full-time
- CPA
- Mid-level
- Office
- Health savings account
- Paid holidays
Registered Wealth Management Client Associate
Bank of America —Towson, MD
- $26.50 - $42.00 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Wealth Management Associate
Equitable Advisors —Columbia, MD
- $36,500 a year
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Wealth Management Associate (Insurance Focus)
Conscious Capital Wealth group —Beltsville, MD
- $2,500 - $6,000 a month
- Part-time
- Hybrid work
- Research
- Mid-level
- Math
Quick Apply
12d
Associate Wealth Advisor
Stratos Wealth Partners —Silver Spring, MD
- $75,000 - $90,000 a year
- Full-time
- Hybrid work
- Data analysis skills
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Merrill Advisor Development Program - Financial Advisor: Baltimore & Associates Market
Bank of America —Baltimore, MD
- $80,000 - $90,000 a year
- Full-time
- Background check
- Microsoft Excel
- Computer literacy
Associate Financial Advisor
LPL Financial —Rockville, MD
- $82,200 - $137,000 a year
- Full-time
- Microsoft Excel
- Office
- Business development
- Health insurance
- Paid time off
Quick Apply
10d

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Internal Audit Associate - Wealth Management Operations

Morgan Stanley -
Baltimore, MD

Apply Now

Job Details

Full-time
$86,000 - $126,500 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

Internal controls
CPA
Compliance audits & assessments
Mid-level
Pattern recognition
Audit control testing
Data interpretation
Risk assessment
Chartered Financial Analyst
2 years
Certified Internal Auditor
Audit support

Full Job Description

We're seeking someone to join our team as an Associate supporting audits, continuous monitoring, and closure verification across Wealth Management.

The Internal Audit Division (IAD) drives attention and resources to vulnerabilities by providing an independent and well-informed view and impactful messages about the most important risks facing our Firm. This is accomplished by performing a range of assurance activities to independently assess the quality and effectiveness of Morgan Stanley’s system of internal control, including risk management and governance systems and processes. IAD serves as an objective and independent function within the Firm’s risk management framework to foster continual improvement of risk management processes. This is an Associate level position within Business Audit, which is responsible for inspecting controls in front, middle and back offices.

Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.

At Morgan Stanley Baltimore, we support the Firm’s global Technology, Operations, Risk Management, Legal and Compliance, Internal Audit and Finance divisions. Morgan Stanley has been rooted in the Baltimore community since 2003. Our talented and diverse team is one of the largest in the U.S. outside of our New York headquarters and home to industry leading cybersecurity innovation with multiple patents and awards. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. There’s ample opportunity to move across the businesses for those who show passion and grit in their work.

Location : Baltimore, MD (4x per week in office)

What you'll do in the role :

Execute a wide range of assurance activities (e.g., audits, continuous monitoring, closure verification)
Understand and adopt new audit tools and techniques
Develop clear and concise messages regarding risk and business impact within relevant coverage area
Identify and leverage data to incorporate into analysis of coverage area
Collaborate with a wide range of internal stakeholders to build effective working relationships and to execute on team deliverables
Effectively manage multiple deliverables while delivering high-quality work

What you'll bring to the role :

Understanding of audit principles, tools and processes (e.g., risk assessments, planning, testing, reporting and continuous monitoring)
Ability to communicate clearly and concisely and adapt messages to audience
Ability to identify patterns and anomalies in data
A commitment to practicing inclusive behaviors
Willingness to solicit and provide feedback to further develop self and peers
At least 2 years' relevant experience would generally be expected to find the skills required for this role
Relevant certifications (i.e., CIA, CPA, CFA) preferred

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: $86,000 and $126,500 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 X 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

wealth management associate jobs in columbia, md

Internal Audit Associate - Wealth Management Operations

Registered Wealth Management Client Associate

Wealth Management Associate

Wealth Management Associate (Insurance Focus)

Associate Wealth Advisor

Merrill Advisor Development Program - Financial Advisor: Baltimore & Associates Market

Associate Financial Advisor

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