Wealth Management Analyst

Morgan Stanley

Conshohocken (Montgomery County)

On-site

USD 60,000 - 100,000

Full time

14 days+

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Job summary

An established industry player is seeking a Wealth Management Analyst to join their team. This role offers a unique opportunity to provide exceptional service to clients while supporting Financial Advisors in various capacities, including digital marketing, financial planning, and operational support. You will collaborate with a dynamic team, ensuring that client needs are met with the highest standards of excellence. If you are passionate about finance and client service, this position is perfect for you. Join a firm that values diversity, integrity, and professional growth, and be part of a culture that fosters collaboration and innovation.

Qualifications

2+ years of relevant work experience required.
Active Series 7 and Series 66 or Series 63 and Series 65 required.

Responsibilities

Assist in delivering client service and supporting Financial Advisors.
Execute marketing strategies and prepare client reports.

Skills

Client Service Skills

Organizational Skills

Financial Services Knowledge

Interpersonal Skills

Detail Orientation

Adaptability

Goal Orientation

Education

Four-year college degree

Professional certification

Active Series 7 (GS)

Series 66 (AG/RA)

Tools

MS Office (Excel)

Digital Tools (e.g., MS Online)

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, 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 Support:

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.

Business Development & Operational 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.

Qualifications - External

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.
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:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration.

We're committed to bringing passion and customer focus to the business.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Seniority level