Private Wealth Management Analyst

Morgan Stanley

Menlo Park, CA, United States
Base: $68,000 - $120,000; bonus/equity: not specif...
Client service model support
Financial planning and analysis
Digital marketing assistance
Wealth Management Analysts provide exceptional service to clients and support Financial Advisors on a daily basis

Job Summary

  • Wealth Management Analysts provide exceptional service to clients and support Financial Advisors on a daily basis.
  • The role focuses on assisting in digital marketing, portfolio holdings, financial planning, and reporting.
  • Morgan Stanley offers a supportive environment with opportunities for growth and comprehensive employee benefits.

Matching Summary

Wealth Management Analysts provide exceptional service to clients and support Financial Advisors on a daily basis.

Salary

Base: $68,000 - $120,000; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Client service model support
  • Financial planning and analysis
  • Digital marketing assistance

Nice-to-have

  • Strong time management skills
  • Team player with collaboration ability
  • Adaptable in fast-paced environment

Key Requirements

  • 2+ years of relevant work experience
  • Active Series 7 and Series 66 or Series 63 and Series 65 required
  • Four-year college degree preferred

Work Rights

Not specified

Tailored Resume

Cover Letter