Wealth Management Analyst: Client Service & Growth Support

Morgan Stanley; Philadelphia (Philadelphia County); On-site; USD 60,000 - 90,000; Full time

Job summary

Morgan Stanley Wealth Management Analysts provide exceptional client service and support to Financial Advisors and Private Wealth Advisors. The role focuses on areas such as digital marketing, portfolio holdings, and financial planning, reporting, and analysis.

Key duties include preparing for meetings, tracking follow-ups, and delivering against the client service model. The position requires at least 2 years of relevant experience and a four-year degree, with Series 7/66/63/65 licenses

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

• Assist FAs/PWAs/teams in delivering client service and meetings, including follow-ups.
• Provide backup coverage for client service associate duties such as money movement questions and digital tools enrollment.
• Prepare client reports and financial plans from firm-approved systems.
• Support business development efforts and marketing activities, including conferences, seminars, and webinars.
• Participate in client meetings and firm initiatives directed by local management.

Skills

Client service

Financial planning basics

MS Office

Interpersonal skills

Team player

Detail oriented

Education

Four-year college degree

Professional certification preferred

Series 7/66/63/65 licenses required

Tools

MS Excel

Firm-approved systems

Job description

Morgan Stanley Wealth Management Analysts provide exceptional client service and support to Financial Advisors and Private Wealth Advisors. The role focuses on areas such as digital marketing, portfolio holdings, and financial planning, reporting, and analysis.

Key duties include preparing for meetings, tracking follow-ups, and delivering against the client service model. The position requires at least 2 years of relevant experience and a four-year degree, with Series 7/66/63/65 licenses