Wealth Management Analyst — Client Services & Growth

711 MS Smith Barney, LLC; South Windsor (CT); On-site; USD 75,000 - 125,000; Full time

Job summary

Morgan Stanley is seeking a Wealth Management Analyst in the United States to support FAs/PWAs/teams with client service, reporting, and marketing activities. You will assist in preparing for meetings, tracking follow-ups, and handling administrative tasks related to client accounts and digital tools.

The role requires 2+ years of relevant experience, a four-year degree (or equivalent), and active Series 7 and Series 66 or Series 63/65 licenses.

Qualifications

• 2+ years of work experience in a field relevant to the position.
• 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.
• Knowledge of financial services products including equities, bonds, options, mutual funds and managed accounts.
• Proficiency with MS Office and quick learning of new platforms.

Responsibilities

• Provide coverage for an FA/PWA/team including client service delivery and meeting preparations.
• Support digital and in-person marketing strategies and client reporting.
• Assist with research using firm-approved systems and participate in client meetings.

Skills

Financial planning

Client service

MS Office

Portfolio knowledge

Written communication

Team collaboration

Education

Bachelor's degree preferred

2+ years relevant experience

Tools

MS Excel

Firm-approved systems

Job description

Morgan Stanley is seeking a Wealth Management Analyst in the United States to support FAs/PWAs/teams with client service, reporting, and marketing activities. You will assist in preparing for meetings, tracking follow-ups, and handling administrative tasks related to client accounts and digital tools.

The role requires 2+ years of relevant experience, a four-year degree (or equivalent), and active Series 7 and Series 66 or Series 63/65 licenses.