Job Summary

• Wealth Management Analysts provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors/teams on a daily basis, focusing on areas such as digital marketing, portfolio holdings, financial planning, reporting, and analysis.
• The role involves assisting in client service, including preparing for meetings, tracking follow-ups, providing backup coverage for client service associate responsibilities, and staying current on policies and platforms.
• Morgan Stanley offers a full spectrum of benefits, including Medical, Dental, Vision, 401(k), Paid Time Off, and Paid Holidays, alongside opportunities for career growth and a commitment to diversity and inclusion.

Matching Summary

Salary

$68,000 - $120,000 per year; Discretionary incentive compensation award and business unit incentive compensation plan; Medical, Dental, Vision, HSA, FSA, Life Insurance, Disability, PTO, 10 Paid Holidays, 401(k)

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
• Expert knowledge of MS Office (Excel)

Work Rights