Wealth Management Analyst

Morgan Stanley

Palo Alto, California, United States
Base: $68,000 - $120,000; bonus/equity: not specif...
Client service support
Financial planning assistance
Digital marketing execution
Wealth Management Analysts provide exceptional service to clients and support Financial Advisors

Job Summary

  • Wealth Management Analysts provide exceptional service to clients and support Financial Advisors.
  • The role focuses on assisting in digital marketing, financial planning, and reporting.
  • Morgan Stanley offers a supportive environment with comprehensive employee benefits.

Matching Summary

Wealth Management Analysts provide exceptional service to clients and support Financial Advisors.

Salary

Base: $68,000 - $120,000; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Client service support
  • Financial planning assistance
  • Digital marketing execution

Nice-to-have

  • Team collaboration skills
  • Adaptability in fast-paced environment
  • Exceptional writing skills

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter