Wealth Advisory Associate - Wealth Advisory Associate Morgan Stanley Employee Review

4.0
Jan 30, 2015
Recommend
CEO approval
Business Outlook

Pros

Newer position that allows you to run financial plans for senior financial advisers. You are able to develop nonthreatening relationships with advisers with the goal of potential teaming or joint partnership opportunities. A very good way to learn the wealth management business for a year plus without having the pressure of bringing in business

Cons

Tracking system for financial plans is not perfect. It really depends on your office as to whether advisers believe in the financial planning process. Some offices might make it tough to reach any type of bonus. Transition to a Financial Adviser Associate happens quickly. Make sure you are prepared from the start. Your FAA month 0 is your last month of WAA.

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Pros

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Cons

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3.0
May 30, 2026
Recommend
CEO approval
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Pros

Very good co-workers, Great technology stack. Lot of new technologies and integration with current work.

Cons

They dont even give you a MS cup. They ask you to buy it for 5$. So cheap! Management big on "Giving back", Immediate managers do not like it and are not supportive. Lay off employees twice a year to show profits. Only worried about shareholders and clients. Don't know the criteria for lay-off. So, you are always worried if it is your turn. They boast about mental health and wellness. No good, when they layoff employees like this. HR = Horrible Resources. When you are laid off, they shoo you away as if you are a fly. You feel miserable. They themselves say - "We are better than Facebook or Oracle. We dont fire you at 6 AM over email." Gosh! What a comparison!

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