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
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.
This role involves assisting with client service, business development support, and administrative elements of marketing strategies, including preparing reports and participating in client meetings.
Morgan Stanley offers a supportive and empowering environment with opportunities for growth, comprehensive benefits, and a commitment to diversity and inclusion.
Matching 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.
Salary
Base: $68,000 - $120,000 per year; Bonus/Equity: commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages; Benefits: other Morgan Stanley sponsored benefit programs
Skills & Requirements
Must-have
Client service model support
Digital marketing execution
Financial planning assistance
Portfolio holdings analysis
Client reporting and analysis
Nice-to-have
Collaborative team environment
Adaptable to fast-paced settings
Goal-oriented and self-motivated
Strong interpersonal skills
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) licenses
Four-year college degree or professional certification preferred