Consulting Group Sales Desk Analyst, Associate

Morgan Stanley

Base: $57,000 to $115,000 py; bonus/equity: commis...
Not specified (assumed hybrid).
Securities industry essentials sie certification
Series 7 and series 66 licensing within 90 days
Bachelor's degree in related field
Morgan Stanley is seeking a Consulting Group Sales Desk Analyst, Associate to support sales activities across Advisory products. Ideal candidates should possess a bachelor's degree, 2+ years of financial services experience, and relevant industry certifications, with a strong emphasis on communication and organizational skills. The role offers opportunities for professional development and a comprehensive benefits package

Job Summary

  • The role supports Financial Advisors by managing sales activities across Advisory products including portfolio solutions and mutual funds.
  • Team members will specialize in the Consulting Group and are expected to conduct productive outbound calls to identify client opportunities.
  • Morgan Stanley offers a superior foundation for building a professional career with comprehensive benefits and opportunities for internal movement.

Matching Summary

Match Score: 85

Morgan Stanley is seeking a Consulting Group Sales Desk Analyst, Associate to support sales activities across Advisory products. Ideal candidates should possess a bachelor's degree, 2+ years of financial services experience, and relevant industry certifications, with a strong emphasis on communication and organizational skills. The role offers opportunities for professional development and a comprehensive benefits package.

Salary

Base: $57,000 to $115,000 per year; Bonus/Equity: Commission earnings, incentive compensation, discretionary bonuses possible; Benefits: Comprehensive employee benefits and perks included

Skills & Requirements

Must-have

  • Securities Industry Essentials SIE certification
  • Series 7 and Series 66 licensing within 90 days
  • Bachelor's degree in related field
  • Outbound calling for client opportunities
  • CRM solution proficiency

Nice-to-have

  • Exemplary communication and presentation skills
  • Ability to train incoming team members
  • Strong work ethic and accountability
  • Proactive client relationship analysis
  • Constructive feedback utilization

Key Requirements

  • SIE required upon hire
  • Series 7 and Series 66 required within 90 days
  • Bachelor's degree required
  • 2+ years financial services experience preferred
  • Authorized to work in the U.S. without restrictions

Work Rights

Must be authorized to work in the U.S. without durational restrictions

Tailored Resume

Cover Letter