Wealth Management Analyst: Client Service & Planning

Morgan-Stanley; Atlanta (GA); Sur place; USD 70 000 - 95 000; Plein temps

Résumé du poste

Morgan Stanley is seeking a Wealth Management Analyst to support Financial Advisors and Private Wealth Advisors in servicing clients and driving business development. The role covers digital marketing, portfolio tools, and financial planning tasks, with emphasis on accuracy and client service excellence.

The position requires 2+ years of relevant experience, a Bachelor’s degree (or equivalent certification), and FINRA licenses (Series 7/66 or 63/65).

Qualifications

• 2+ years of work experience in a field relevant to the position.
• Four-year college degree preferred or professional certification.
• Active Series 7 (GS), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required.
• Knowledge of financial services products including equities, bonds, options, mutual funds, annuities and managed accounts.
• Proficient in MS Office and internet applications; strong writing and interpersonal skills.

Responsabilités

• Assist FAs/PWAs/teams in delivering client service and meetings.
• Support digital marketing, portfolio holdings, and proposal tools.
• Prepare client reports and financial plans from firm-approved systems.
• Research using firm-approved systems; participate in client meetings as needed.

Connaissances

Finance experience

MS Office

Written communication

Time management

Team player

Formation

Bachelor's degree

Finance licenses (Series 7, 66, 63, 65)

Outils

MS Excel

Client relationship tools

Description du poste

Morgan Stanley is seeking a Wealth Management Analyst to support Financial Advisors and Private Wealth Advisors in servicing clients and driving business development. The role covers digital marketing, portfolio tools, and financial planning tasks, with emphasis on accuracy and client service excellence.

The position requires 2+ years of relevant experience, a Bachelor’s degree (or equivalent certification), and FINRA licenses (Series 7/66 or 63/65).