Private Wealth Management Analyst

Position Summary

Wealth Management Analysts provide exceptional service to clients and support Financial Advisors (FAs), Private Wealth Advisors (PWAs), and their teams on a daily basis. As a key member of the service team, the role focuses on assisting with digital marketing, portfolio holdings and proposal tools, financial planning, reporting, and analysis.

Responsibilities

• Assist the FA/PWA/team 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, such as executing money‑movement transactions, answering non‑investment client questions, educating or enrolling clients in digital tools (e.g., MS Online), and processing unsolicited or solicited orders in a clerical capacity.
• Stay current on all policies, procedures, and new platforms.
• Support the FA/PWA/team in organizing and executing their business plan, collaborating with Practice Strategy Consultants and Branch Management.
• Execute administrative elements of digital and in‑person marketing strategies, including conferences, seminars, webinars, website updates, social media, and regular email communications.
• Prepare and review client reports or financial plans from firm‑approved systems for existing or prospective clients.
• Conduct research using firm‑approved systems as requested.
• Participate in client meetings (existing or prospective) representing the service perspective.
• Engage in firm initiatives such as training or education programs, special projects, and other duties directed by local management.

Requirements

• 2+ years of relevant work experience.
• Four‑year college degree or professional certification preferred.
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required.
• Additional product licenses may be required.

Skills

• Knowledge of financial services products, including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
• Technical proficiency and quick learning of new and updated platforms.
• Detail‑oriented with superior organizational and prioritization abilities.
• Expertise in MS Office, particularly Excel, and internet applications.
• Exceptional writing, interpersonal, and client service skills.
• Strong time‑management and ability to multitask in a fast‑paced environment.
• Team player with collaborative mindset.
• Goal‑oriented, self‑motivated, and results‑driven.

Reporting Structure

Reports to the Business Service Officer.

About Morgan Stanley

Morgan Stanley raises, manages, and allocates capital for clients, helping them reach their goals with a differentiated approach honed over 90 years. The firm’s values—putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back—guide daily decisions. Employees work alongside top talent in a collaborative, innovative environment, with support for work‑life balance and opportunities for internal mobility.