Wealth Management Support Analyst

Socket.dev; San Francisco (CA); On-site; USD 75,000 - 125,000; Full time

Job summary

Morgan Stanley in San Francisco seeks a Wealth Management Analyst to support Financial Advisors and Private Wealth Advisors with client service, reporting and analysis. You will assist in digital marketing tools, portfolio holdings and financial planning tasks.

The role emphasizes accuracy, strong communication, and the ability to multi-task in a fast-paced environment, with opportunities to contribute to business development initiatives and client meetings.

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 coverage for FA/PWA/team including preparing for meetings and tracking follow-ups
• Backup coverage for client service associate responsibilities such as money movement, answering non-investment questions, enrolling clients in digital tools
• Remain current on policies, procedures and new platforms
• Assist with organizing business plan and marketing strategies with stakeholders
• Prepare/review client reports or financial plans from firm-approved systems
• Assist with research using firm-approved systems
• Participate in client meetings representing the service lens
• Participate in firm initiatives and other duties directed by management

Skills

Financial services knowledge

MS Excel proficiency

Excellent writing and client service

Strong time management

Team player

Adaptable and multi-tasking

Education

Four-year college degree or professional certification

Active Series 7 (GS) and Series 66 or Series 63/65

Tools

MS Office

Job description

Morgan Stanley in San Francisco seeks a Wealth Management Analyst to support Financial Advisors and Private Wealth Advisors with client service, reporting and analysis. You will assist in digital marketing tools, portfolio holdings and financial planning tasks.

The role emphasizes accuracy, strong communication, and the ability to multi-task in a fast-paced environment, with opportunities to contribute to business development initiatives and client meetings.