Wealth Management Analyst

Morgan Stanley

New York, United States
Base: $68,000 - $120,000; bonus/equity: not specif...
Client service model support
Financial planning and analysis
Knowledge of financial services products
Wealth Management Analysts provide exceptional service to our clients and support Financial Advisors on a daily basis

Job Summary

  • Wealth Management Analysts provide exceptional service to our clients and support Financial Advisors on a daily basis.
  • This role will focus on assisting in areas such as digital marketing, portfolio holdings, and financial planning.
  • Morgan Stanley offers comprehensive employee benefits and opportunities for career advancement.

Matching Summary

Wealth Management Analysts provide exceptional service to our clients and support Financial Advisors on a daily basis.

Salary

Base: $68,000 - $120,000; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Client service model support
  • Financial planning and analysis
  • Knowledge of financial services products

Nice-to-have

  • Exceptional writing and interpersonal skills
  • Ability to work in a fast-paced environment
  • Strong time management skills

Key Requirements

  • 2+ years of relevant work experience
  • Active Series 7 and Series 66 or Series 63 and Series 65 required
  • Four-year college degree preferred

Work Rights

Not specified

Tailored Resume

Cover Letter