Wealth Management Analyst
Morgan Stanleya day ago
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OnsiteFull-timeEntry
Summary
Morgan Stanley is seeking a Wealth Management Analyst to join their team in Franklin, TN. The role involves providing exceptional service to clients and supporting Financial Advisors and Private Wealth Advisors in various tasks.
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 with client service, business development support, and various administrative tasks. Your responsibilities will include preparing for client meetings, executing transactions, organizing marketing strategies, and participating in client meetings.
About You
Required:
- 2+ years of work experience in a relevant field.
- Active Series 7 and Series 66 or Series 63 and Series 65 licenses.
Preferred:
- Four-year college degree or professional certification.
- Knowledge of financial services products including equities, bonds, and mutual funds.
Benefits
- Comprehensive employee benefits and perks.
- Opportunities for career advancement within the company.
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.
Franklin, TN