Wealth Management Analyst
$68k/y-$120k/y
Morgan Stanley2 days ago
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OnsiteFull-timeEntry
Summary
Morgan Stanley is seeking a Wealth Management Analyst to join their team in Boston, MA. The role involves providing exceptional service to clients and supporting Financial Advisors and Private Wealth Advisors on a daily basis.
About the Role
As a Wealth Management Analyst, you will be a key member of the service team, assisting Financial Advisors and Private Wealth Advisors in areas such as digital marketing, portfolio holdings, financial planning, reporting, and analysis. Your responsibilities will include client support, business development, and operational support, ensuring that the team delivers against their client service model and executes their business plan effectively.
About You
Required:
- 2+ years of work experience in a field relevant to the position.
- Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required.
Preferred:
- Four-year college degree or professional certification preferred.
- Knowledge of financial services products, including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
Benefits
- Expected base pay rates between $68k and $120k per year.
- Total compensation package may include commission earnings, incentive compensation, discretionary bonuses, and other benefit programs.
Morgan Stanley
Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 42 countries, our firm's employees serve clients worldwide including corporations, governments, institutions and individuals. We are committed to maintaining the first-class service and high standard of excellence that have always defined the firm and everything we do is guided by our five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back.
Boston, MA