Wealth Management Associate — Client Impact & Growth

Morgan Stanley; Chicago (IL); On-site; USD 70,000 - 115,000; Full time

Benefits offered by this job

Medical benefits

Prescription Drug

Dental

Vision

Health Savings Account

Dependant Day Care Savings Account

Life Insurance

Disability and Other Insurance Plans

Paid Time Off

Job summary

Morgan Stanley in Chicago is seeking a Wealth Management Analyst to support Financial Advisors and Private Wealth Advisors with client service, marketing, portfolio tools, and financial planning. The role requires collaboration, accuracy in reporting, and the ability to multi-task in a fast-paced environment, with growth opportunities across the firm.

Ideal candidates have a 4-year degree, relevant work experience, and the appropriate securities licenses (Series 7/66 or 63/65) or willingness to

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

• Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings and tracking follow-ups
• Providing backup coverage for client service responsibilities at the request of the client and/or FA/PWA/team
• Remaining current on all policies, procedures and new platforms
• Assisting the FA/PWA/team in organizing around and executing against their business plan
• Executing against administrative elements of digital and in-person marketing strategies
• Preparing and reviewing client reports or financial plans from firm-approved systems
• Assisting with research using firm-approved systems
• Participating in client meetings, representing the service lens
• Participating in firm initiatives and other duties directed by local management

Skills

Financial products knowledge

MS Office / Excel proficiency

Attention to detail

Time management

Team player

Written and verbal communication

Adaptability

Client service orientation

Multi-tasking

Fast learner

Education

Bachelor's degree or professional certification preferred

Tools

MS Excel

MS Office

Job description

Morgan Stanley in Chicago is seeking a Wealth Management Analyst to support Financial Advisors and Private Wealth Advisors with client service, marketing, portfolio tools, and financial planning. The role requires collaboration, accuracy in reporting, and the ability to multi-task in a fast-paced environment, with growth opportunities across the firm.

Ideal candidates have a 4-year degree, relevant work experience, and the appropriate securities licenses (Series 7/66 or 63/65) or willingness to