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Digital Advisor Associate

The Morgan Stanley Digital Advisor Associate (DAA) Program prepares driven, enthusiastic candidates to become Financial Advisors. Our DAA Program is comprised of a robust curriculum that provides you with the tools and knowledge required to create, support and manage digital strategies within Wealth Management. As a DAA, you will partner with selected Financial Advisors leveraging innovative tools and technology to better assist them in building their digital presence for business development. 

Becoming a Financial Advisor at Morgan Stanley will allow you to: 

Help Others Achieve Their Goals - You can help others achieve their personal and financial goals and make a difference in their lives.  

Make a Difference While Accomplishing Work-Life Balance - As a Financial Advisor you will have the freedom to control your work schedule and the flexibility to achieve work-life balance as you manage your own business. 

Play Your Part – Listen to your clients and work with them to activate portfolios towards what’s most important to them, advocating for sustainable, responsible and impact investing strategies that directly contribute to environmental, social and governance factors.  

Build a Personally and Financially Rewarding Career – You have the potential to grow your business, care for your clients and meet your personal financial goals. 

To succeed, you’ll need the right combination of personal attributes: 

·         Drive: As a Financial Advisor, you are entirely responsible for generating your own income. To succeed, you’ll need to be organized, focused and highly disciplined. 

·         Ambition: You’ll work hard, struggle through slow periods and face tough challenges while building your business. You’re the kind of person who doesn’t give up — and knows you’ll get to where you want to be. 

·         Accountability: There are no shortcuts to succeeding in this business, and you’ll need to be demanding of yourself. You’ll treat your clients properly, with consistency and care. You’ll be diligent in your work and in disclosing details your clients need to know.  

·         Confidence: Assurance in yourself and your work conveys to your clients a feeling of confidence in their choices and financial future.  

A Training Process Geared Towards Your Success  

The DAA program offers you the resources needed to start a successful career through rigorous training and a comprehensive curriculum. The program lasts for two years and is broken out into three phases:

Phase 1

This phase includes Financial Advisor preparation skills such as business planning, product knowledge, consultative selling and prospecting.

DAAs are required to pass the Series 7 and Series 66 licenses. 

Phase 2

DAAs are immersed in digital tools and strategy training. They learn about the importance of their role within the Firm and as support to Financial Advisors.
Case studies and activities help them to thoroughly understand their role and the digital tools available at Morgan Stanley.

Phase 3

DAAs are paired with Financial Advisors to help increase their digital footprint and better engage with clients via social media platforms. DAAs will serve in a number of functions within the realm of designing and supporting digital marketing strategies.
As well as build their own book of business, while still focused on supporting digital marketing strategies for Financial Advisors. 

Upon completion of the 2-year program, DAAs will transition into our 3-year Financial Advisor Associate (FAA) Program. FAAs are responsible for using business-management knowledge, wealth planning knowledge and networking talents to provide clients with individualized and comprehensive financial services and investment strategies.

Job Responsibilities 

·         Create a comprehensive baseline assessment of Financial Advisors’ digital presence.

·         Designed a tailored digital engagement strategy to help meet Financial Advisors’ business objectives.

·         Structure detailed execution plans and timelines for digital strategy implementations.

·         Develop a transition plan to help ensure digital strategy continuity.

·         Support knowledge transfer of new digital tools or applications to Financial Advsiors and their teams.

·         Draft key communication messages that are relevant to the clients and potential clients that the FA wishes to connect with.

·         Co-lead digital engagement campaigns that execute on the agreed upon digital marketing strategy.

·         Complete proprietary training in finance, wealth planning, investment strategies and products.

·         Comply with all regulatory requirements, including licensing and registrations. 

Job Requirements

Successful candidates will be able to weave business management skills, wealth planning knowledge and networking talents to grow their own business, and support their clients by addressing a spectrum of financial and investment needs.  

·         Holder of a bachelor’s degree or equivalent to five years professional experience in business development, management, sales, legal, accounting, education, military, finance or other business-related.

·         Exemplary in communication, presentation, time-management and organizational skills.

·         Talented at networking with businesses and personal communities.

·         Authorization to work in the U.S. without durational restrictions.

·         Successful completion of background check and pre-employment assessments.  

Hiring Process

Our hiring procedure is a multistep process that can take four to six weeks to complete. Successful candidates can expect to complete online assessments, two or three rounds of interviews, and business planning exercises. All offers of employment are contingent on a background check.  

How To Apply Visit 

About Us 

Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services.

It is the policy of the firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, gender identity or expression, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy (including unlawful discrimination on the basis of a legally protected pregnancy/maternity leave), protected veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).


Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC. Member SIPC.


CRC 1926926 10/17