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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, including preparing for meetings and tracking follow-ups.
Offer backup coverage for Client Service Associate responsibilities, such as executing money movement transactions, answering general account questions, and educating clients on digital tools.
Stay current on all policies, procedures, and new platforms.
Assist FAs/PWAs/teams in executing their business plans and partner with market stakeholders.
Execute administrative elements of marketing strategies, including digital and in-person events, websites, social media, and email communications.
Prepare and review client reports or financial plans for existing or prospective clients.
Assist with research using firm-approved systems.
Participate in client and prospective client meetings, representing the service perspective.
Participate in firm initiatives, special projects, and other duties as directed by management.

Requirements

2+ years of relevant work experience required.
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required.
Additional product licenses may be required.
Must be legally authorized to work in the United States and not require future sponsorship for employment visa status.

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 and prioritization skills.
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.
Team player with the ability to collaborate.
Ability to work in a fast-paced, evolving environment.
Adaptable and able to multi-task.
Goal-oriented, self-motivated, and results-driven.

Location

United States

Work Type

Full-time

Experience Level

2+ years

Education Level

Four-year college degree or professional certification preferred

Salary/Compensations

$75,000 - $125,000 per year

Benefits

Attractive and comprehensive employee benefits and perks in the industry.
Commission earnings
Incentive compensation
Discretionary bonuses
Other short and long-term incentive packages
Other Morgan Stanley sponsored benefit programs

About the Company

Morgan Stanley raises, manages, and allocates capital for clients, helping them reach their goals.
The company has a 90-year history.
Values include putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back.
Supports employees and their families with comprehensive benefits and perks.
Offers opportunities for career advancement.
Has over 80,000 employees in 1,200 offices across 42 countries.

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.
The workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.