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Portfolio Management Associate Director - CFA
Morgan StanleyFort Lauderdale, FL
Posted Sep 21, 2026
What you’d do
Assists Financial Advisors and Private Wealth Advisors in developing and executing investment strategies for clients. Builds customized investment plans, reports on investment activity and performance, and communicates with clients about accounts, markets, and economic trends. Full time. Found on the employer's careers page on Oct 7, 2026. Apply through the link.
You’ll need
- 10+ years of relevant experience
- Advanced degree or professional certification
- Active Series 7 and Series 66, or Series 63 and Series 65
- CFA designation required
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