Wealth Management Analyst: Advisor Support & Growth

Morgan Stanley; Miami Beach (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

Morgan Stanley Wealth Management is seeking a proactive service professional to support Financial Advisor teams with client service, marketing, planning and reporting tasks. The role emphasizes accuracy, multitasking, and collaboration within a fast-paced environment.

Ideal candidates possess 2+ years of relevant experience, a Four-year degree or professional certification, and FINRA licenses. Proficiency with MS Excel and MS Office is required, along with strong writing and interpersonal skills.

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 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

Responsibilities

• Assist FA/PWA/team in delivering client service and tracking follow-ups.
• Provide backup coverage for client service activities and transactions.
• Remain current on policies, procedures and new platforms.
• Assist in organizing and executing business plans with Practice Strategy Consultants and Branch Management.
• 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.

Skills

Attention to detail

Time management

Communication

Teamwork

Adaptability

Education

FINRA licenses (Series 7/66/63/65)

Tools

MS Excel

MS Office

Job description

Morgan Stanley Wealth Management is seeking a proactive service professional to support Financial Advisor teams with client service, marketing, planning and reporting tasks. The role emphasizes accuracy, multitasking, and collaboration within a fast-paced environment.

Ideal candidates possess 2+ years of relevant experience, a Four-year degree or professional certification, and FINRA licenses. Proficiency with MS Excel and MS Office is required, along with strong writing and interpersonal skills.