Wealth Management Analyst: Client Services & Growth Support

Morgan Stanley; San Francisco (CA); On-site; USD 68,000 - 120,000; Full time

Job summary

Morgan Stanley is seeking a Wealth Management Analyst in San Francisco. This role involves providing exceptional service to clients and supporting Financial Advisors on digital marketing, portfolio analysis, and financial planning.

Applicants should have 2+ years of experience, a four-year degree, and relevant financial licenses. The expected base salary is between $68,000 and $120,000 annually, with opportunities for commissions and bonuses.

Qualifications

• 2+ years of experience relevant to wealth management.
• Four-year college degree or professional certification preferred.
• Active Series 7, Series 66/63/65 licenses required.

Responsibilities

• Assist Financial Advisors in client service and marketing.
• Prepare reports and financial plans for clients.
• Participate in client meetings representing the service team.

Skills

Knowledge of financial services products

Proficiency in MS Office

Exceptional writing and interpersonal skills

Strong time management skills

Detail-oriented

Education

Four-year college degree or professional certification

2+ years of relevant work experience

Active Series 7, Series 66, or Series 63 and 65 licenses

Tools

MS Excel

Job description

Morgan Stanley is seeking a Wealth Management Analyst in San Francisco. This role involves providing exceptional service to clients and supporting Financial Advisors on digital marketing, portfolio analysis, and financial planning.

Applicants should have 2+ years of experience, a four-year degree, and relevant financial licenses. The expected base salary is between $68,000 and $120,000 annually, with opportunities for commissions and bonuses.