Private Wealth Management Analyst

Morgan Stanley

Base: $68,000 - $120,000 py; bonus: eligible for a...
Series 7 and series 66 or 63/65 licenses required
2+ years relevant work experience in finance
Expert knowledge of ms excel and digital platforms
This role provides exceptional service to clients while supporting Financial Advisors on daily operations including digital marketing and financial planning

Job Summary

  • This role provides exceptional service to clients while supporting Financial Advisors on daily operations including digital marketing and financial planning.
  • The position requires active Series 7 and Series 66 (or 63/65) licenses along with a four-year college degree or professional certification.
  • Morgan Stanley offers a comprehensive benefits package including medical, dental, vision, 401(k), and up to 20 vacation days annually.

Matching Summary

This role provides exceptional service to clients while supporting Financial Advisors on daily operations including digital marketing and financial planning.

Salary

Base: $68,000 - $120,000 per year; Bonus: Eligible for annual discretionary incentive compensation award; Benefits: Full spectrum including Medical, Dental, Vision, 401(k), and Paid Time Off

Skills & Requirements

Must-have

  • Series 7 and Series 66 or 63/65 licenses required
  • 2+ years relevant work experience in finance
  • Expert knowledge of MS Excel and digital platforms

Nice-to-have

  • Detail oriented with superior organizational skills
  • Exceptional writing and interpersonal client service skills
  • Ability to work in a fast-paced evolving environment

Key Requirements

  • Active Series 7 license required
  • Active Series 66 or Series 63/65 license required
  • Minimum 2 years of relevant work experience
  • Four-year college degree preferred

Work Rights

Not specified

Tailored Resume

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