Wealth Advisory Support Analyst

PowerToFly; Pittsburgh (Allegheny County); Presencial; USD 85.000 - 120.000; Jornada completa

Descripción de la vacante

Morgan Stanley seeks a Consulting Group Analyst to support Financial Advisors, Private Wealth Advisors and teams with client service, digital marketing, portfolio tooling, and reporting. The role includes preparing materials, tracking follow-ups, and assisting with research and client meetings in a fast-paced wealth management environment.

Five-plus years of relevant experience, a four-year degree or professional certification, and active Series 7/66 or 63/65 are required, with potential to

Formación

• Five plus years of experience in a field relevant to the position.
• 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.
• Ability to obtain CIMA or CFA designation.

Responsabilidades

• Support FA/PWA/team with client service and meeting preparation.
• Provide backup coverage for routine client service activities and education on digital tools.
• Prepare and review client reports or financial plans from firm-approved systems.
• Assist with research using firm-approved systems and participate in client meetings.

Conocimientos

MS Excel

Client service

Time management

Attention to detail

Team player

Adaptable

Interpersonal skills

Educación

Bachelor's degree or professional certification preferred

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

CIMA or CFA designation (to obtain)

Herramientas

MS Excel

MS Office

Descripción del empleo

Morgan Stanley seeks a Consulting Group Analyst to support Financial Advisors, Private Wealth Advisors and teams with client service, digital marketing, portfolio tooling, and reporting. The role includes preparing materials, tracking follow-ups, and assisting with research and client meetings in a fast-paced wealth management environment.

Five-plus years of relevant experience, a four-year degree or professional certification, and active Series 7/66 or 63/65 are required, with potential to