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Presented By: University Career Center

Wealth Management Virtual Engagement Associate (VEA) Program: A Day in the Life of a VEA Panel

The Virtual Engagement Associate (VEA) Program is the launching pad for a career at Morgan Stanley. The program was created to support experienced Financial Advisors (FAs) by executing aspects of their individual business development strategies. VEA is divided into two offerings: Digital and Planning.
• Digital VEAs leverage Morgan Stanley’s state-of-the-art tools to help FAs increase client engagement by managing their digital presence via social media and business websites, as well as by creating consistent client-specific communication based on Morgan Stanley’s unique Next Best Action tool.
• Financial Planning VEAs provide dedicated support to FAs by enhancing their financial planning process to produce authentic financial plans for clients and prospects by leveraging MorganStanley’s proprietary Goals-Based Planning System.

Please join us for the final event being offered in our 2022 Fall Semester recruiting series. You are encouraged to join one of the Info Sessions which will precedethis panel to gain a foundational understanding of the VEA Program and role.
• Info Session #1: Thursday, October 27: 10-11am ET
• Info Session #2: Thursday, November 3: 2-3pm ET
• Info Session #3: Tuesday, November 8: 5-6pm ET
• A Day in the Life of a VEA Panel: Monday, November 14: 4-5pm ET

The session's zoom webinar passcode will be provided to registered attendees on the day of the event.

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