Private Wealth Management Analyst

PowerToFly; Dallas (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Morgan Stanley in Dallas seeks Wealth Management Analysts to support Financial Advisors and Private Wealth Advisors. You’ll help with client service, portfolio tools, financial planning, and reporting, contributing to a high‑quality client experience.

The role includes assisting with marketing initiatives, conferences or webinars, and client communications. Strong Excel skills, attention to detail, and the ability to work in a fast-paced environment are essential.

Qualifications

• Knowledge of financial services products including equities, bonds, options, funds, annuities, and managed accounts.
• MS Office proficiency with emphasis on Excel and internet applications.
• Detail oriented with strong organizational skills and ability to prioritize.

Responsibilities

• Assisting FAs/PWAs/teams in delivering client service and preparing for regular meetings.
• Providing backup coverage for client service activities including money movement transactions and account inquiries.
• Educating or enrolling clients in digital tools and entering orders as needed.
• Assisting with marketing strategies (digital and in-person) including events, websites, social media, and email outreach.
• Preparing and reviewing client reports or financial plans from firm-approved systems.

Skills

Financial services knowledge

MS Excel

Detail oriented

Communication skills

Education

Bachelor's degree or professional certification preferred

Series 7 & 66 or 63 & 65 licenses required

Additional product licenses may be required

Tools

MS Office

MS Excel

Job description

POSITION SUMMARY

Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member of the service team, in supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools, financial planning, reporting and analysis.

DUTIES and RESPONSIBILITIES

Client Service

• Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings and tracking follow-ups


• Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning client accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity


• Remaining current on all policies, procedures and new platforms

Business Development Support

• Assisting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management


• At the direction of FA/PWA/team, executing against all administrative elements of digital and in person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity


• At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients


• At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems


• At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens


• Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

EDUCATION, EXPERIENCE, KNOWLEDGE and SKILLS

Education and/or Experience

• 2+ years of work experience in a field relevant to the position required


• Four-year college degree or professional certification preferred


• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required


• Additional product licenses may be required

Knowledge/Skills

• Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts


• Technically proficient and quick learner of new and updated 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


• Team player with the ability to collaborate with others


• Ability to work in a fast-paced, evolving environment


• Adaptable and ability to multi-task


• Goal oriented, self-motivated and results driven

Reports to

• Business Service Officer

WHAT YOU CAN EXPECT FROM MORGAN STANLEY

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

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

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.