Wealth Management Analysts provide exceptional service to clients and support Financial Advisors daily, focusing on areas like digital marketing, portfolio holdings, and financial planning
Job Summary
Wealth Management Analysts provide exceptional service to clients and support Financial Advisors daily, focusing on areas like digital marketing, portfolio holdings, and financial planning.
The role involves assisting in client service, business development support, and executing administrative elements of marketing strategies.
Morgan Stanley offers attractive and comprehensive employee benefits, ample opportunities for career growth, and fosters a diverse and inclusive work environment.
Matching Summary
Wealth Management Analysts provide exceptional service to clients and support Financial Advisors daily, focusing on areas like digital marketing, portfolio holdings, and financial planning.
Skills & Requirements
Must-have
Client service model support
Digital marketing execution
Financial planning support
Portfolio holdings analysis
Client reporting and analysis
Nice-to-have
Collaborative team player
Adaptable to fast-paced environment
Goal-oriented and self-motivated
Exceptional interpersonal skills
Key Requirements
2+ years 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