Wealth Management Analyst — Client Service & Growth

Morgan Stanley; West Conshohocken (PA); On-site; USD 60,000 - 95,000; Full time

Job summary

Morgan Stanley seeks a Wealth Management Analyst to support Financial Advisors and Private Wealth Advisors with client service, marketing, and analytical tasks. The role focuses on coordinating meetings, preparing client reports, and aiding in the delivery of financial planning services.

The position requires strong organizational skills, MS Office proficiency, and the ability to work in a fast-paced environment while collaborating with teams across the office

Qualifications

• 2+ years of work experience in a field relevant to the position.
• Bachelor's degree or professional certification preferred.
• Active securities licenses (Series 7, Series 66 or Series 63 and Series 65) may be required.

Responsibilities

• Assist Financial Advisor(s)/PWA(s)/teams in delivering client service and meeting follow-ups.
• Support business development efforts, including digital marketing, meetings, conferences, and webinars.
• Prepare and review client reports or financial plans from firm-approved systems.
• Conduct research using firm-approved systems and participate in client meetings as needed.

Job description

Morgan Stanley seeks a Wealth Management Analyst to support Financial Advisors and Private Wealth Advisors with client service, marketing, and analytical tasks. The role focuses on coordinating meetings, preparing client reports, and aiding in the delivery of financial planning services.

The position requires strong organizational skills, MS Office proficiency, and the ability to work in a fast-paced environment while collaborating with teams across the office