Wealth Management Analysts provide exceptional service to clients and support Financial Advisors on a daily basis, focusing on areas such as digital marketing, portfolio holdings, financial planning, and reporting
Job Summary
Wealth Management Analysts provide exceptional service to clients and support Financial Advisors on a daily basis, focusing on areas such as digital marketing, portfolio holdings, financial planning, and reporting.
The role involves assisting in client service, business development support, and participating in firm initiatives, requiring technical proficiency and strong organizational skills.
Morgan Stanley is committed to maintaining first-class service and high standards of excellence, offering attractive employee benefits and opportunities for growth in a diverse and inclusive environment.
Matching Summary
Wealth Management Analysts provide exceptional service to clients and support Financial Advisors on a daily basis, focusing on areas such as digital marketing, portfolio holdings, financial planning, and reporting.
Skills & Requirements
Must-have
client service model support
digital marketing execution
financial planning assistance
client reporting and analysis
MS Office proficiency
Nice-to-have
collaboration with stakeholders
team player mentality
adaptable to change
goal-oriented and self-motivated
Key Requirements
2+ years relevant work experience
Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) licenses
Four-year college degree or professional certification preferred