Job Summary

• Wealth Management Analysts provide exceptional service to clients and support Financial Advisors on a daily basis, focusing on areas such as digital marketing, portfolio holdings, financial planning, and reporting.
• The role involves assisting in client service, business development support, executing marketing strategies, preparing client reports and financial plans, and participating in client meetings.
• Morgan Stanley is committed to maintaining first-class service, offers attractive and comprehensive employee benefits, and provides opportunities for career growth within a diverse and inclusive environment.

Matching Summary

Salary

Base: $68,000 - $120,000; Bonus/Equity: Incentive compensation, discretionary bonuses, short/long-term incentives; Benefits: Comprehensive employee benefits

Skills & Requirements

Key Requirements

• 2+ years relevant work experience
• Active Series 7 and Series 66/63/65 licenses
• Four-year college degree or professional certification preferred

Work Rights