Consulting Group Analysts provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors/teams on a daily basis, focusing on digital marketing, portfolio holdings, financial planning, reporting, and analysis
Job Summary
Consulting Group Analysts provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors/teams on a daily basis, focusing on digital marketing, portfolio holdings, financial planning, reporting, and analysis.
Responsibilities include client service coverage, administrative elements of marketing strategies, preparing client reports and financial plans, assisting with research, and participating in client meetings.
Morgan Stanley offers attractive and comprehensive employee benefits and perks, with ample opportunity for career advancement for those who show passion and grit.
Matching Summary
Consulting Group Analysts provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors/teams on a daily basis, focusing on digital marketing, portfolio holdings, financial planning, reporting, and analysis.
Skills & Requirements
Must-have
Digital marketing strategy execution
Client meeting preparation and follow-up
Financial plan preparation and review
Technical policy and standards adherence
Performance measurement for advanced accounts
Nice-to-have
Team player with collaboration ability
Goal oriented and results driven
Adaptable to fast-paced environment
Quick learner of new platforms
Key Requirements
5+ years of relevant experience
Active Series 7 and Series 66 or Series 63 and Series 65 licenses
Four-year college degree or professional certification preferred