Consulting Group Analyst

Morgan Stanley

Not specified; not specified; comprehensive employ...
5+ years relevant experience
Series 7 and series 66 or 63/65 licenses
Knowledge of equities bonds options mutual funds
The role focuses on providing exceptional service to clients while supporting Financial Advisors and Private Wealth Advisors on a daily basis

Job Summary

  • The role focuses on providing exceptional service to clients while supporting Financial Advisors and Private Wealth Advisors on a daily basis.
  • Responsibilities include executing administrative elements of marketing strategies, preparing client reports, and assisting with research using firm-approved systems.
  • Morgan Stanley offers an environment where employees are supported and empowered alongside the best and brightest in the industry.

Matching Summary

The role focuses on providing exceptional service to clients while supporting Financial Advisors and Private Wealth Advisors on a daily basis.

Salary

Not specified; Not specified; Comprehensive employee benefits and perks

Skills & Requirements

Must-have

  • 5+ years relevant experience
  • Series 7 and Series 66 or 63/65 licenses
  • Knowledge of equities bonds options mutual funds
  • MS Office Excel proficiency
  • Client meeting preparation and follow-up

Nice-to-have

  • Willingness to obtain CIMA or CFA designation
  • Experience with digital marketing strategies
  • Ability to work in fast-paced evolving environment
  • Strong interpersonal and writing skills
  • Collaborative team player mindset

Key Requirements

  • Five plus years of relevant experience
  • Four-year college degree preferred
  • Active Series 7 license required
  • Active Series 66 or Series 63/65 license required
  • CIMA or CFA designation willingness

Work Rights

Not specified

Tailored Resume

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