• Planning VEA Associate

    Morgan Stanley (Alpharetta, GA)
    …employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Planning VEA Associate Desk Manager * ... financial plans for clients and prospects, and more. The VEA Associate Desk Manager role...in areas including digital engagement, client prospecting, and financial planning . Associate Desk Managers assist… more
    Morgan Stanley (10/23/24)
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  • VEA Team Manager

    Morgan Stanley (Tempe, AZ)
    …as point of escalation for issues from Financial Advisors, Field Management and the VEA desk and assist in any appropriate issue-resolution needs . In ... and overall success of Morgan Stanley Financial Advisors. The Virtual Engagement Associate ( VEA ) Program was launched to support experienced Financial Advisors… more
    Morgan Stanley (08/24/24)
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  • Virtual Engagement Associate ( VEA )

    Morgan Stanley (New York, NY)
    …an important part of our culture. *_Department Profile_* The Virtual Engagement Associate Desk provides Financial Advisors (FAs) with dedicated infrastructure ... Stanley's Financial Planning tools to support FAs by enhancing their financial planning process.// *_Position Overview:_* The VEA Program is a 2-year program… more
    Morgan Stanley (09/28/24)
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