Wealth Management Analyst

Walnut Creek, CA - USA

Yearly Salary: $ 68000 - 120000

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member of the service team in supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams this role will focus on assisting in areas such as digital marketing portfolio holdings and/or proposal tools financial planning reporting and analysis.

DUTIES and RESPONSIBILITIES:

Client Service

As a key member of the service team provide coverage for an FA/PWA/team including:

Assisting the FA/PWA/team in delivering against their client service model including preparing for regular meetings and tracking follow-ups

Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team such as executing money movement transactions answering general non-investment related questions concerning client accounts educating or enrolling clients in digital tools (e.g. MS Online) accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity

Remaining current on all policies procedures and new platforms Business Development Support

Assisting the FA/PWA/team in organizing around and executing against their business plan partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management

At the direction of FA/PWA/team executing against all administrative elements of digital and in person marketing strategies including conferences and seminars or webinars websites social media and regular email connectivity

At the request of the client and/or FA/PWA/team preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients

At the request of the client and/or FA/PWA/team assisting with research using firm-approved systems

At the request of FA/PWA/team participating in existing client and/or prospective client meetings representing the service lens

Participating in firm initiatives (e.g. training or education programs) special projects and/or other duties directed by local management

EDUCATION EXPERIENCE KNOWLEDGE and SKILLS:

2 years of work experience in a field relevant to the position required

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 Knowledge/Skills

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

Reports to:

Business Service Officer

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first doing the right thing leading with exceptional ideas committing to diversity and inclusion and giving back - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll find an opportunity to work alongside the best and the brightest in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey offering some of the most attractive and comprehensive employee benefits and perks in the industry. Theres also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe please copy and paste into your browser.

Expected base pay rates for the role will be between $68000 and $120000 per year at the commencement of employment. However base pay if hired will be determined on an individualized basis and is only part of the total compensation package which depending on the position may also include commission earnings incentive compensation discretionary bonuses other short and long-term incentive packages and other Morgan Stanley sponsored benefit programs.

Morgan Stanleys goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race color religion creed age sex sex stereotype gender gender identity or expression transgender sexual orientation national origin citizenship disability marital and civil partnership/union status pregnancy veteran or military service status genetic information or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Required Experience: