Wealth Management Analyst: Client Service & Growth

PowerToFly; West Conshohocken (PA); On-site; USD 60,000 - 90,000; Full time

Job summary

Morgan Stanley is seeking Wealth Management Analysts to support Financial Advisors and Private Wealth Advisors in daily client service, portfolio support, and marketing activities.

In this role you will assist with reports, financial planning tools, and data entry while staying current on policies and platforms. Strong writing and organizational skills are essential.

This position offers exposure to a collaborative team and growth opportunities within the Wealth Management division.

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.
• Additional product licenses may be required.

Responsibilities

• 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 client service associate responsibilities and processing basic transactions.
• Remaining current on all policies, procedures and new platforms.
• Assisting the FA/PWA/team in organizing around and executing business plans and marketing strategies.
• Preparing client reports or financial plans from firm-approved systems and assisting with research.
• Participating in client meetings and firm initiatives as directed.

Skills

Client service mindset

Team collaboration

Time management

Adaptable

Education

Bachelor's degree or professional certifications

Licenses: Series 7, Series 66/63, Series 65

Tools

MS Excel

MS Office

Job description

Morgan Stanley is seeking Wealth Management Analysts to support Financial Advisors and Private Wealth Advisors in daily client service, portfolio support, and marketing activities.

In this role you will assist with reports, financial planning tools, and data entry while staying current on policies and platforms. Strong writing and organizational skills are essential.

This position offers exposure to a collaborative team and growth opportunities within the Wealth Management division.