Wealth Management Analyst: Client Strategy & Analytics

Morgan Stanley; New York (NY); On-site; USD 50,000 - 115,000; Full time

Job summary

A leading global financial services firm seeks a Wealth Management Analyst to provide exceptional client service and support Financial Advisors. This role includes assisting in digital marketing, financial reporting, and client communication. Candidates should have a relevant degree, 2 years experience, and active financial licenses. The expected salary ranges from $50,000 to $115,000 annually, depending on experience and additional benefits offered.

Qualifications

• 2+ years of work experience in a relevant field is required.
• Must own active Series 7 and appropriate licensing.

Responsibilities

• Assist in delivering client service, preparing for meetings and follow-ups.
• Support business development strategies, including marketing initiatives.

Skills

Knowledge of financial services products

Detail oriented and superior organizational skills

Exceptional writing and client service skills

Proficiency in MS Office, especially Excel

Ability to work in a fast-paced environment

Education

Four-year college degree or professional certification

Active Series 7 and Series 66 or 63 and 65 licenses

Job description

A leading global financial services firm seeks a Wealth Management Analyst to provide exceptional client service and support Financial Advisors. This role includes assisting in digital marketing, financial reporting, and client communication. Candidates should have a relevant degree, 2 years experience, and active financial licenses. The expected salary ranges from $50,000 to $115,000 annually, depending on experience and additional benefits offered.