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About the Role

Wealth Management Analysts provide exceptional service to clients and support Financial Advisors (FAs)/Private Wealth Advisors (PWAs)/teams. This role assists in areas such as digital marketing, portfolio holdings, proposal tools, financial planning, reporting, and analysis.

Responsibilities

• Provide coverage for an FA/PWA/team, assisting in delivering their client service model.
• Prepare for client meetings and track follow-ups.
• Provide backup coverage for Client Service Associate responsibilities, including executing money movement transactions, answering general account questions, and enrolling clients in digital tools.
• Enter unsolicited orders and/or enter solicited orders in a clerical capacity.
• Remain current on all policies, procedures, and new platforms.
• Assist the FA/PWA/team in executing their business plan, partnering with Practice Strategy Consultants and Branch Management.
• Execute administrative elements of digital and in-person marketing strategies, including conferences, seminars, webinars, websites, social media, and email campaigns.
• Prepare and review client reports or financial plans for existing or prospective clients.
• Assist with research using firm-approved systems.
• Participate in client meetings, representing the service lens.
• Participate in firm initiatives, special projects, and other duties directed by local management.

Requirements

• 2+ years of work experience in a relevant field.
• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required.
• Additional product licenses may be required.

Skills

• Knowledge of financial services products (equities, bonds, options, mutual funds, annuities, insurance, managed accounts).
• Technically proficient and a quick learner of new platforms.
• Detail-oriented with superior organizational skills and ability to prioritize.
• Expert knowledge of basic personal computer, MS Office (particularly MS Excel), and internet applications.
• Exceptional writing, interpersonal, and client service skills.
• Strong time management skills.
• Ability to collaborate with others.
• Ability to work in a fast-paced, evolving environment.
• Adaptable and able to multi-task.
• Goal-oriented, self-motivated, and results-driven.

Location

• 42 countries

Work Type

• Full-time

Experience Level

• 2+ years

Education Level

• Four-year college degree or professional certification preferred

Salary/Compensations

• $75k and $125k per year

Benefits

• Comprehensive employee benefits and perks

About the Company

• Morgan Stanley raises, manages, and allocates capital for clients, helping them reach their goals.
• Values: putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back.
• Operates in 1,200 offices across 42 countries.
• Supports employees and their families with attractive and comprehensive employee benefits and perks.
• Offers opportunities for career advancement.

Equal Opportunity

• Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.
• Recruiting efforts reflect a strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
• Workforce reflects a broad cross-section of the global communities, bringing a variety of backgrounds, talents, perspectives, and experiences.