Wealth Management Analyst**

Morgan Stanley • West Des Moines, IA

393d

About The Position

The Wealth Management Analyst at Morgan Stanley plays a crucial role in providing exceptional service to clients and supporting Financial Advisors (FAs) and Private Wealth Advisors (PWAs). This position focuses on assisting with digital marketing, financial planning, reporting, and analysis, ensuring that the service team meets client needs effectively.

Requirements

• 2+ years of work experience in a relevant field.
• Four-year college degree or professional certification preferred.
• Active Series 7 (GS), Series 66 (AG/RA), or Series 63 (AG) and Series 65 (RA) required.
• Knowledge of financial services products including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
• Proficient in MS Office, particularly MS Excel, and internet applications.
• Exceptional writing, interpersonal, and client service skills.
• Strong time management and organizational skills.

Nice To Haves

• Experience in digital marketing strategies.
• Familiarity with financial planning tools and reporting systems.

Responsibilities

• Provide coverage for an FA/PWA/team, assisting in delivering client service models.
• Prepare for regular meetings and track follow-ups for the FA/PWA/team.
• Execute money movement transactions and answer general non-investment related questions concerning client accounts.
• Educate or enroll clients in digital tools and manage unsolicited and solicited orders.
• Assist the FA/PWA/team in organizing and executing their business plan.
• Execute administrative elements of digital and in-person marketing strategies.
• Prepare and review client reports or financial plans for existing or prospective clients.
• Conduct research using firm-approved systems as requested by the FA/PWA/team.
• Participate in client meetings, representing the service lens as needed.
• Engage in firm initiatives, training programs, and special projects as directed.

Benefits

• Health insurance
• 401k plan
• Paid holidays
• Professional development opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree