Wealth Management Analyst: Client Strategy & Service

Morgan Stanley; Fort Worth (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Morgan Stanley in Fort Worth, TX is seeking a Wealth Management Analyst to support Financial Advisors and Private Wealth Advisors by handling client service tasks, marketing efforts, portfolio tools, financial planning, and reporting. The role emphasizes accuracy, teamwork, and willingness to learn new platforms.

The analyst will assist in preparing for client meetings, backing up routine service activities, and helping organize business development efforts, including seminars, digital

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.
• Additional product licenses may be required.

Responsibilities

• Provide client service coverage for an FA/PWA/team including meeting preparation and follow-ups.
• Back up traditional client service duties and assist with money movements and digital tools.
• Assist with research, reports, and meetings; support marketing and business development efforts.

Skills

Financial products

MS Excel

Time management

Client service

Team player

Adaptable

Written communication

Education

Bachelor's degree / professional certification

Series 7/66 or 63/65 licenses

Tools

MS Office suite

Job description

Morgan Stanley in Fort Worth, TX is seeking a Wealth Management Analyst to support Financial Advisors and Private Wealth Advisors by handling client service tasks, marketing efforts, portfolio tools, financial planning, and reporting. The role emphasizes accuracy, teamwork, and willingness to learn new platforms.

The analyst will assist in preparing for client meetings, backing up routine service activities, and helping organize business development efforts, including seminars, digital