Wealth Advisory Support Specialist

Morgan Stanley; Chicago (IL); Presencial; USD 75.000 - 125.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical coverage

Dental coverage

Vision coverage

401(k)

Descripción de la vacante

Morgan Stanley's Consulting Group Analysts provide essential service to Financial Advisors and Private Wealth Advisors, supporting meetings, client reports, and marketing efforts. The role includes handling digital tools, portfolio assistance, and performance measurement for complex accounts.

Applicants should have 5+ years in a relevant field, a 4-year degree or professional certs, and required FINRA licenses. A strong in-house knowledge base and Excel proficiency are essential for success.

Formación

• 5+ years of 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.
• Willingness to obtain the CIMA or CFA designation.

Responsabilidades

• Provide coverage for a FA/PWA/team including preparing for regular meetings and tracking follow-ups.
• Prepare and review client reports or financial plans from firm-approved systems for existing or prospective clients.
• Assist with research using firm-approved systems.
• Participate in client meetings, representing the service lens.
• Support firm initiatives and special projects as directed by local management.

Conocimientos

Client service

MS Excel

Time management

Written communication

Team player

Adaptable

Financial services knowledge

Educación

Bachelor's degree or professional certification preferred

Herramientas

MS Office

MS Excel

Descripción del empleo

Morgan Stanley's Consulting Group Analysts provide essential service to Financial Advisors and Private Wealth Advisors, supporting meetings, client reports, and marketing efforts. The role includes handling digital tools, portfolio assistance, and performance measurement for complex accounts.

Applicants should have 5+ years in a relevant field, a 4-year degree or professional certs, and required FINRA licenses. A strong in-house knowledge base and Excel proficiency are essential for success.