Wealth Management Service & Marketing Analyst

Morgan-Stanley; Wellesley (MA); On-site; USD 90,000 - 130,000; Full time

Job summary

Morgan Stanley, a leading global financial services firm, seeks a Wealth Management Analyst to support Financial Advisors and Private Wealth Advisors in Massachusetts. You will assist with client meetings, digital tools, and reporting, ensuring accuracy and timely follow-up.

Role focuses on service delivery, business development support, and detailed financial planning activities within a fast-paced environment. Strong MS Office skills and licensing are required.

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.

Responsibilities

• Provide coverage for an FA/PWA/team including preparing for regular meetings and tracking follow-ups.
• Assist with client reports or financial plans from firm-approved systems for existing or prospective clients.
• Support business development efforts by organizing marketing strategies and activities.
• Participate in client meetings and represent the service lens.
• Stay current on policies, procedures and new platforms.

Skills

Client service

MS Excel

MS Office

Time management

Team player

Multi-tasking

Attention to detail

Financial services knowledge

Education

Bachelor's degree or professional certification

Tools

MS Office

MS Excel

Firm-approved systems

Job description

Morgan Stanley, a leading global financial services firm, seeks a Wealth Management Analyst to support Financial Advisors and Private Wealth Advisors in Massachusetts. You will assist with client meetings, digital tools, and reporting, ensuring accuracy and timely follow-up.

Role focuses on service delivery, business development support, and detailed financial planning activities within a fast-paced environment. Strong MS Office skills and licensing are required.