Wealth Management Analyst: Client Service & Strategy

PowerToFly; Menlo Park (CA); On-site; USD 75,000 - 125,000; Full time

Job summary

Morgan Stanley Wealth Management Analysts provide exceptional service to clients and support Financial Advisors and Private Wealth Advisors on a daily basis. This role focuses on digital marketing, portfolio holdings, proposals, and reporting from the service team perspective.

The position involves client support, marketing execution, and preparing client reports while staying current on policies and platforms. Base pay ranges from $75k to $125k, with additional incentive components possible.

Qualifications

• 2+ years of work experience in wealth management or related field.
• Four-year college degree or professional certification preferred.
• Active Series 7 and Series 66/63/65 licenses required.

Responsibilities

• Provide coverage for FAs/PWAs/teams, supporting client service and meetings.
• Assist with marketing, digital tools, and client reports.
• Prepare and review financial plans and research using firm-approved systems.
• Stay current on policies, procedures, and platforms.
• Support business development and operational tasks.

Skills

Financial products knowledge

MS Excel

Attention to detail

Organizational skills

Written and client service skills

Time management

Team player

Multi-tasking

Education

Bachelor's degree or professional certification

Active Series 7 (GS) license

Series 66/63/65 licenses

Tools

MS Office suite

Digital tools / online platforms

Job description

Morgan Stanley Wealth Management Analysts provide exceptional service to clients and support Financial Advisors and Private Wealth Advisors on a daily basis. This role focuses on digital marketing, portfolio holdings, proposals, and reporting from the service team perspective.

The position involves client support, marketing execution, and preparing client reports while staying current on policies and platforms. Base pay ranges from $75k to $125k, with additional incentive components possible.