Wealth Management Analyst — Client & Growth Specialist

Morgan-Stanley

Town of Islip (NY)

On-site

USD 34,000 - 90,000

Full time

14 days+

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Job summary

Morgan Stanley in New York is seeking a Wealth Management Service Associate to support Financial Advisor teams with client service, portfolio tools, and marketing initiatives. You will help prepare for meetings, handle follow-ups, and back up routine client service tasks.

The role also involves assisting with digital marketing, reporting, and research for current and prospective clients. Applicants should have at least 2 years of relevant experience, a four-year degree or professional

Qualifications

2+ years of work experience in a field relevant to the position.
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required.
Four-year college degree or professional certification preferred.
Knowledge of financial services products including equities, bonds, options, funds, annuities, insurance, and managed accounts.

Responsibilities

Provide client service coverage for an FA/PWA/team, including meetings and follow-ups.
Assist with marketing, seminars/webinars, websites, social media and emails.
Prepare client reports or financial plans from approved systems for existing or prospective clients.
Assist with research using firm-approved systems and participate in client meetings.
Support firm initiatives and special projects directed by local management.