Private Wealth Management Wealth Management Analyst

Morgan Stanley

Miami Beach (FL)

On-site

USD 65,000 - 90,000

Full time

15 hours ago

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Job summary

Morgan Stanley is seeking a Wealth Management Analyst to support Financial Advisors and Private Wealth Advisors, assisting in client service, marketing, financial planning, and reporting. The role emphasizes collaboration, multi-tasking, and adherence to firm policies.

The position involves helping manage client relationships, coordinating with marketing and operations, and contributing to the team’s business plan while maintaining high service standards.

Qualifications

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
Knowledge of financial services products including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Technically proficient and quick learner of new platforms
Detail oriented with strong organizational skills
Excellent writing, interpersonal and client service skills
Strong time management
Team player with collaboration
Ability to work in a fast-paced, evolving environment
Goal oriented, self-motivated and results driven

Responsibilities

Provide coverage for an FA/PWA/team including delivering against the client service model.
Prepare for regular meetings and track follow-ups.
Provide backup coverage for traditional Client Service Associate duties.
Educate or enroll clients in digital tools (e.g., MS Online).
Enter solicited or unsolicited orders in a clerical capacity.
Stay current on policies, procedures and new platforms.
Assist FA/PWA/team in organizing and executing business plans.
Support marketing efforts including conferences, seminars, webinars, websites and social media.
Prepare and review client reports or financial plans from firm-approved systems.
Assist with research using firm-approved systems.
Participate in client meetings representing the service lens.
Engage in firm initiatives and training programs.

Skills

Client service

Business development support

Digital marketing support

Financial planning & reporting

MS Office & Excel

Strong writing & interpersonal skills

Time management

Team player

Adaptable & multi-task

Results-driven

Education

Bachelor's degree or professional certification preferred

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.

Position Summary

DUTIES And RESPONSIBILITIES

Client Service

As a key member of the service team, provide coverage for an FA/PWA/team including:

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

To qualify, applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.

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.

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