Private Wealth Management Analyst

Morgan Stanley UK

Base: $68,000 - $120,000 py; bonus: eligible for a...
Series 7 and series 66 or 63/65 licenses required
2+ years relevant work experience in finance
Proficiency in ms office and excel applications
This role provides exceptional service to clients while supporting Financial Advisors and Private Wealth Advisors on a daily basis

Job Summary

  • This role provides exceptional service to clients while supporting Financial Advisors and Private Wealth Advisors on a daily basis.
  • The position involves assisting with digital marketing strategies, portfolio holdings analysis, financial planning, and reporting.
  • Morgan Stanley offers comprehensive benefits including medical, dental, vision, 401(k), and up to 20 vacation days annually.

Matching Summary

Match Score: 85

This role provides exceptional service to clients while supporting Financial Advisors and Private Wealth Advisors on a daily basis.

Salary

Base: $68,000 - $120,000 per year; Bonus: Eligible for annual discretionary incentive compensation; Benefits: Full spectrum including Medical, Dental, Vision, 401(k), and Paid Time Off

Skills & Requirements

Must-have

  • Series 7 and Series 66 or 63/65 licenses required
  • 2+ years relevant work experience in finance
  • Proficiency in MS Office and Excel applications

Nice-to-have

  • Strong interpersonal and client service skills
  • Ability to collaborate in a fast-paced environment
  • Detail-oriented with superior organizational skills

Key Requirements

  • Four-year college degree preferred
  • Active Series 7 (GS) license required
  • Active Series 66 (AG/RA) or Series 63/65 license required

Work Rights

Not specified

Tailored Resume

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