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To apply email your resume to Benjamin.Scott1@morganstanley.com

 

Wealth Management Internship- Spring 2027 

Rotational internship program with the Lighthouse Wealth Management Group at Morgan Stanley, in person, in Ponte Vedra Beach, FL. Starting January 2027. 

  • All hours are required to be completed, in the office- no remote work. 
  • Pay is $20/ hour 
  • 10 hours a week minimum- 20 hours a week maximum. Schedule is flexible and will be determined after the candidate is selected to accommodate their academic schedule. 
  • 15 week rotational program. Intern will spend 4 weeks in each rotation: 
    • Financial Advisor 
    • Analyst 
    • Client Service Associate
  • The final weeks will be spent working on a “capstone” project, which will be presented to the team.

The program is meant to be a “try-out” for a full time role as either an analyst or a client service associate. Looking for a spring intern who is graduating and looking to start a full time position in the Summer of 2027. 

 

EDUCATION, EXPERIENCE, KNOWLEDGE and SKILLS:

Education and/or Experience

• Successful completion of the SIE exam before 01/2027

• On track to complete a Four-year college degree no later than 06/2027

• Previous wealth management, banking, or finance internship experience preferred 

 

Knowledge/Skills

• Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts

• Technically proficient and quick learner of new and updated platforms

• Detail oriented with superior organizational skills and ability to prioritize

• Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications

• Exceptional writing, interpersonal and client service skills

• Strong time management skills

• Team player with the ability to collaborate with others

• Ability to work in a fast-paced, evolving environment

• Adaptable and ability to multi-task

• Goal oriented, self-motivated and results driven

 

Reports to:

• Business Service Officer

 

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.

 

Expected base pay rates for the role will be between $68,000 and $120,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

 

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

 

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, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, 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).