Job Summary

• Wealth Management Analysts provide exceptional service to clients and support Financial Advisors on a daily basis, focusing on areas like digital marketing, portfolio holdings, financial planning, and reporting.
• This role involves assisting in client service, business development support, and executing administrative elements of marketing strategies, while also participating in firm initiatives and special projects.
• Morgan Stanley offers a supportive and empowering environment with opportunities for growth, comprehensive employee benefits, and a commitment to diversity and inclusion.

Matching Summary

Salary

Base: $68,000 to $120,000 per year; Bonus/Equity: May include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages; Benefits: Other Morgan Stanley sponsored benefit programs

Skills & Requirements

Key Requirements

• 2+ years of relevant work experience
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
• Four-year college degree or professional certification preferred

Work Rights