Wealth Advisory Support & Analytics Analyst

Morgan Stanley; Indianapolis (IN); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Diversity and inclusion initiatives

Job summary

Morgan Stanley is seeking a Consulting Group Analyst in Indianapolis. This role supports Financial Advisors and Wealth Advisors by providing exceptional service and assisting in areas such as client reports and digital marketing.

Ideal candidates should have strong knowledge of financial services products, excellent communication skills, and at least 5 years of relevant experience. The position offers opportunities for professional growth in a collaborative environment.

Qualifications

• 5+ years of experience in a field relevant to the position required.
• Willingness to obtain the Certified Investment Management Analyst (CIMA) or Chartered Financial Analyst (CFA) designation.
• Active Series 7 and Series 66 or Series 63 and Series 65 required.

Responsibilities

• Provide exceptional client service as a key member of the service team.
• Assist in areas such as digital marketing and financial planning.
• Support FA/PWA/team in executing client service model.

Skills

Knowledge of financial services products

Detail oriented

Exceptional writing skills

Strong time management skills

Team player

Education

Four-year college degree or professional certification

5+ years of experience

Tools

MS Office (particularly MS Excel)

Job description

Morgan Stanley is seeking a Consulting Group Analyst in Indianapolis. This role supports Financial Advisors and Wealth Advisors by providing exceptional service and assisting in areas such as client reports and digital marketing.

Ideal candidates should have strong knowledge of financial services products, excellent communication skills, and at least 5 years of relevant experience. The position offers opportunities for professional growth in a collaborative environment.