Wealth Management Analyst

Morgan Stanley UK

Palo Alto, United States
Base: $68,000 - $120,000 py; bonus/equity: not spe...
Client service model execution
Digital marketing strategy execution
Financial planning and reporting
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.
  • The role involves assisting in client service, business development support, executing marketing strategies, preparing client reports, and participating in client meetings.
  • Morgan Stanley offers attractive and comprehensive employee benefits and perks, with ample opportunity for career advancement within the firm.

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: Not specified; Benefits: Included in total compensation package

Skills & Requirements

Must-have

  • Client service model execution
  • Digital marketing strategy execution
  • Financial planning and reporting
  • MS Office proficiency (Excel)
  • Client account management

Nice-to-have

  • Collaborative team player
  • Adaptable to evolving 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

Work Rights

Not specified

Tailored Resume

Cover Letter