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
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.
Responsibilities include assisting FAs/PWAs/teams in delivering against their client service model, providing backup coverage for traditional client service associate responsibilities, and executing administrative elements of digital and in-person marketing strategies.
Morgan Stanley offers a full spectrum of benefits including Medical, Dental, Vision, Paid Time Off, 401(k), and other special perks, alongside opportunities for career growth within a diverse and inclusive environment.
Matching 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.
Salary
Base: $68,000 - $120,000 per year; Bonus/Equity: Eligible for annual discretionary incentive compensation award and business unit incentive compensation plan; Benefits: Full spectrum of benefits including Medical, Dental, Vision, PTO, 401(k)
Skills & Requirements
Must-have
Client service model support
Digital marketing execution
Financial planning assistance
Portfolio holdings analysis
Reporting and analysis
Client meeting participation
Nice-to-have
Collaborative team environment
Adaptable to fast-paced environment
Goal-oriented and self-motivated
Commitment to diversity and inclusion
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