Wealth Management Analyst
On-sitePonte Vedra Beach, Florida, United States
Job Summary
Prepare for regular client meetings, track follow-ups, and execute money movement transactions as backup coverage for Financial Advisors. Assist teams with digital marketing strategies, including organizing conferences, managing social media, and handling email connectivity. Review financial plans and prepare client reports from firm-approved systems while researching using internal tools. Participate in client meetings to represent the service lens and stay current on all policies, procedures, and new platforms. This role supports the delivery of client service models and business plans within the Wealth Management team at Morgan Stanley.
Required Qualifications
- 2+ years of work experience in a field relevant to the position
- Four-year college degree
- Professional certification
- Active Series 7 (GS)
- Series 66 (AG/RA)
- Series 63 (AG)
- Series 65 (RA)
- Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
- Technically proficient and quick learner of new and updated platforms
- Detail oriented with superior organizational skills and ability to prioritize
- Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications
- Exceptional writing, interpersonal and client service skills
- Strong time management skills
- Team player with the ability to collaborate with others
- Ability to work in a fast-paced, evolving environment
- Adaptable and ability to multi-task
- Goal oriented, self-motivated and results driven
Desired Qualifications
- Additional product licenses
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