Wealth Management Analyst — Client Services & Strategy

Morgan-Stanley; West Conshohocken (PA); On-site; USD 55,000 - 85,000; Full time

Job summary

Morgan Stanley Wealth Management is seeking a capable Analyst to support Financial Advisors and Private Wealth Advisors in daily service activities, digital marketing, reporting, and planning tasks. The role emphasizes collaboration, accuracy, and timely delivery in a fast-paced environment.

The position requires 2+ years of relevant experience, a 4-year degree (or professional certification), and active securities licenses (Series 7/66 or 63/65).

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, funds, annuities, insurance, and managed accounts.

Responsibilities

• Support FA/PWA/team by preparing for meetings and tracking follow-ups.
• Provide backup coverage for client service associate duties as needed.
• Assist with digital marketing, client reports, and financial planning workflows.
• Research using firm-approved systems and draft client communications.
• Participate in client meetings and internal firm initiatives.

Skills

Client service

Time management

Team player

Communication skills

Education

Bachelor's degree or professional certification

Tools

MS Excel

MS Office

Job description

Morgan Stanley Wealth Management is seeking a capable Analyst to support Financial Advisors and Private Wealth Advisors in daily service activities, digital marketing, reporting, and planning tasks. The role emphasizes collaboration, accuracy, and timely delivery in a fast-paced environment.

The position requires 2+ years of relevant experience, a 4-year degree (or professional certification), and active securities licenses (Series 7/66 or 63/65).