Wealth Management Analyst

Morgan Stanley is hiring a Wealth Management Analyst to provide exceptional client service and support Financial Advisors/Private Wealth Advisors and their teams. The role focuses on day-to-day service coverage while assisting with digital marketing, financial planning, reporting, and analysis to help execute the team’s client service model and business plan.

• Support FA/PWA/team coverage by preparing for regular client meetings and tracking follow-ups.

• Provide backup coverage for Client Service Associate responsibilities as requested (e.g., money movement transactions, answering non-investment account questions, educating/enrolling clients in digital tools such as MS Online).

• Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity, as requested.

• Remain current on firm policies, procedures, and new platforms.

• Help organize and execute the team business plan in partnership with internal stakeholders (e.g., Practice Strategy Consultants, Branch Management).

• Execute administrative elements of digital and in-person marketing (conferences, seminars/webinars, websites, social media, regular email connectivity).

• Prepare and review client reports and/or financial plans using firm-approved systems for existing and prospective clients.

• Assist with research using firm-approved systems.

• Participate in client and prospective client meetings, representing the service perspective.

• Participate in firm initiatives, training/education programs, special projects, and other duties as directed by local management.

• 2+ years of relevant work experience.

• Four-year college degree or professional certification preferred.

• Active Series 7 required.

• Active Series 66 required, or Series 63 and Series 65 required.

• Additional product licenses may be required.

• Knowledge of financial services products (equities, bonds, options, mutual funds, annuities, insurance, managed accounts).

• Technical proficiency and ability to learn new/upgraded platforms quickly.

• Detail-oriented with strong organizational skills and ability to prioritize.

• Proficiency with personal computers, MS Office (especially Excel), and internet applications.

• Exceptional writing, interpersonal, and client service skills.

• Strong time management; collaborative team player; adaptable and able to multi-task in a fast-paced environment.

• Goal-oriented, self-motivated, and results-driven.

• Compensation includes an expected base pay range of $68,000 to $120,000 per year (total compensation may include commissions, incentives, discretionary bonuses, and other short- and long-term incentive packages).

• Comprehensive employee benefits and perks offered by Morgan Stanley.

• Reports to: Business Service Officer.

• Equal opportunity employer; commitment to diversity and inclusion.