Wealth Management Analyst: Client Services & Growth

Morgan-Stanley; Fort Worth (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Morgan Stanley is seeking a Wealth Management Analyst to support Financial Advisors and Private Wealth Advisors in client service, portfolio tooling, and planning tasks. The role includes managing meetings, reporting, and assisting in digital marketing and research activities.

The position requires a 2+ year background in financial services, a four-year degree or certs, and active securities licenses (Series 7/66 or 63/65). Strong MS Excel and MS Office skills are essential for success.

Qualifications

• 2+ years of work experience in a field relevant to the position.
• Four-year college degree or professional certification preferred.
• Active Series 7 and Series 66 or Series 63 and Series 65 required.
• Knowledge of financial services products and client service processes.

Responsibilities

• Assist FAs/PWAs/teams with client service activities and meeting prep.
• Provide backup coverage for routine client service tasks and inquiries.
• Support business development efforts and marketing activities.
• Prepare client reports and financial plans using firm-approved systems.
• Assist with research and participation in client meetings as needed.
• Contribute to firm initiatives and training programs.

Skills

Client service

Time management

Team player

Attention to detail

Communication

Education

Bachelor's degree

Series licenses (7/66 or 63/65)

Tools

MS Excel

MS Office

Internet applications

Job description

Morgan Stanley is seeking a Wealth Management Analyst to support Financial Advisors and Private Wealth Advisors in client service, portfolio tooling, and planning tasks. The role includes managing meetings, reporting, and assisting in digital marketing and research activities.

The position requires a 2+ year background in financial services, a four-year degree or certs, and active securities licenses (Series 7/66 or 63/65). Strong MS Excel and MS Office skills are essential for success.