Wealth Management Analyst: Client Support & Planning

711 MS Smith Barney, LLC; Oklahoma City (OK); On-site; USD 65,000 - 95,000; Full time

Job summary

Morgan Stanley is hiring a Wealth Management Analyst to provide exceptional client service and support Financial Advisors and Private Wealth Advisors. The role focuses on digital marketing, portfolio tools, financial planning, reporting, and analysis, with responsibilities across meetings, follow-ups, and administrative tasks.

Ideal candidates have 2+ years of experience, a four-year degree or professional certification, and active securities licenses.

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
• Knowledge of financial services products including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts

Responsibilities

• Assist FAs/PWAs/teams in delivering client service, including meetings prep and follow-ups
• Provide backup coverage for client service assistant duties and execute money movements or orders as needed
• Assist with digital and in-person marketing strategies, conferences, webinars, websites, and email connectivity
• Prepare/review client reports or financial plans from firm-approved systems for existing or prospective clients
• Support research using firm-approved systems and participate in client meetings as needed
• Participate in firm initiatives and other duties as directed by local management

Skills

Client service

Financial analysis

Time management

Team player

MS Excel

Verbal communication

Education

Bachelor's degree or professional certification preferred

Series 7/66 licenses (or 63/65)

Tools

MS Office

Job description

Morgan Stanley is hiring a Wealth Management Analyst to provide exceptional client service and support Financial Advisors and Private Wealth Advisors. The role focuses on digital marketing, portfolio tools, financial planning, reporting, and analysis, with responsibilities across meetings, follow-ups, and administrative tasks.

Ideal candidates have 2+ years of experience, a four-year degree or professional certification, and active securities licenses.