Wealth Management Analyst

Morgan Stanley • San Francisco, CA

18h

About The Position

Wealth Management Analysts provide exceptional service to clients and daily support to Financial Advisors, Private Wealth Advisors, and their teams. As key members of service teams, they assist with digital marketing, portfolio holdings and proposal tools, financial planning, reporting, and analysis. The role also supports client service delivery, business development, and operational activities, while helping teams execute their business plans and marketing strategies.

Requirements

• At least 2 years of work experience in a field relevant to the position.
• Active Series 7 (GS) license.
• Active Series 66 (AG/RA), or Series 63 (AG) and Series 65 (RA) licenses.
• Knowledge of financial services products, including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
• Technical proficiency and the ability to learn new and updated platforms quickly.
• Detail orientation, strong organizational skills, and ability to prioritize.
• Expert knowledge of basic personal computers, Microsoft Office—particularly Excel—and internet applications.
• Exceptional writing, interpersonal, and client service skills.
• Strong time-management skills.
• Ability to collaborate as a team player.
• Ability to work in a fast-paced, evolving environment, adapt, and multitask.
• Goal-oriented, self-motivated, and results-driven.
• Must be legally authorized to work in the United States and must not require employment visa sponsorship now or in the future.

Nice To Haves

• Four-year college degree or professional certification.
• Additional product licenses may be required.

Responsibilities

• Support Financial Advisors, Private Wealth Advisors, and teams in delivering their client service model, including preparing for regular meetings and tracking follow-ups.
• Provide backup coverage for traditional registered or unregistered Client Service Associate duties when requested, including money movement transactions, answering general non-investment account questions, educating or enrolling clients in digital tools, and entering unsolicited or solicited orders in a clerical capacity.
• Remain current on policies, procedures, and new platforms.
• Help organize and execute the advisor or team's business plan, working with stakeholders such as Practice Strategy Consultants and Branch Management.
• Execute administrative elements of digital and in-person marketing strategies, including conferences, seminars, webinars, websites, social media, and regular email connectivity.
• Prepare and review client reports or financial plans from firm-approved systems for existing or prospective clients when requested.
• Assist with research using firm-approved systems when requested.
• Participate in existing-client and prospective-client meetings at the direction of the advisor or team, representing the service perspective.
• Participate in firm initiatives, including training or education programs, special projects, and other duties assigned by local management.

Benefits

• Comprehensive employee benefits and perks.
• Commission earnings, incentive compensation, discretionary bonuses, and other short- and long-term incentive packages may be included in total compensation, depending on the position.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed