Wealth Management Analyst: Client Strategy & Service

Morgan-Stanley; San Francisco (CA); On-site; USD 75,000 - 125,000; Full time

Job summary

Morgan Stanley Wealth Management is seeking a service-focused professional to support Financial Advisors and Private Wealth Advisors in San Francisco. You will help with client meetings, digital marketing tools, portfolio reporting, and financial planning tasks, ensuring accurate, timely service for prospective and existing clients.

The role requires relevant experience, strong communication, and certification/licensing, with opportunities for growth and comprehensive benefits within a

Qualifications

• 2+ years of work experience in a field relevant to the position
• 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, annuities, insurance, and managed accounts

Responsibilities

• Provide coverage for an FA/PWA/team delivering client service
• Assist with meetings preparation and follow-ups
• Prepare and review client reports or financial plans
• Support marketing efforts via digital and in-person channels

Skills

Client service

Communication

Time management

Team player

Detail oriented

Adaptable

Education

Bachelor's degree or higher

Financial licenses (Series 7, 66, 63, 65)

Tools

MS Office

MS Excel

Internet applications

Job description

Morgan Stanley Wealth Management is seeking a service-focused professional to support Financial Advisors and Private Wealth Advisors in San Francisco. You will help with client meetings, digital marketing tools, portfolio reporting, and financial planning tasks, ensuring accurate, timely service for prospective and existing clients.

The role requires relevant experience, strong communication, and certification/licensing, with opportunities for growth and comprehensive benefits within a