Morgan Stanley
This range is provided by Morgan Stanley. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
$50,000.00/yr - $95,000.00/yr Direct message the job poster from Morgan Stanley Talent Acquisition Specialist - Ultra High Net Worth at Morgan Stanley
POSITION 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 • 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 • 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: 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 - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work. Salary range for the position: $50,000 to $95,000/year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about Morgan Stanley's 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). Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance Referrals increase your chances of interviewing at Morgan Stanley by 2x Sign in to set job alerts for “Wealth Management Analyst” roles.
Asset & Wealth Management, Fixed Income - Research Analyst, High Yield and Bank Loans / Global High Yield Credit Analyst, Vice President
Chicago, IL $100,000.00-$230,000.00 3 weeks ago Greater Chicago Area $31,500.00-$125,000.00 1 month ago Asset & Wealth Management, Private Bank, Lending Associate - Chicago
Chicago, IL $70,000.00-$160,000.00 1 week ago Chicago, IL $70,000.00-$125,000.00 2 weeks ago Asset & Wealth Management, Workplace Advisory Solutions, Relationship Management Analyst - Chicago
Chicago, IL $60,000.00-$100,000.00 1 week ago Asset & Wealth Management, Digital Marketing, Associate - Chicago
Chicago, IL $80,000.00-$125,000.00 1 week ago Greater Chicago Area $90,000.00-$115,000.00 1 week ago Asset & Wealth Management, Client Solutions Group, Regional Consultant, Associate - Chicago
Chicago, IL $75,000.00-$80,000.00 1 week ago Asset & Wealth Management, Private Bank, Marketing and Client Engagement Team, Associate - Chicago, IL
Chicago, IL $70,000.00-$160,000.00 1 week ago Greater Chicago Area $55,000.00-$65,000.00 2 months ago Chicago, IL $60,000.00-$70,000.00 2 weeks ago Asset & Wealth Management, Multi-Asset Solutions, Trading & Risk Solutions, Analyst
Chicago, IL $70,000.00-$125,000.00 1 week ago Asset & Wealth Management, Web Manager, Associate - Chicago
Chicago, IL $80,000.00-$125,000.00 5 days ago Private Wealth Planning Associate – HNW Client Focus | Chicago, IL- 382787
Chicago, IL $215,000.00-$355,000.00 1 day ago Wealth Management Operations - Client Services Associate
Asset & Wealth Management, Marketing Investment Writer, Associate
Chicago, IL $80,000.00-$125,000.00 2 days ago Associate Wealth Market Leader- Chicagoland
Chicago, IL $124,355.00-$146,300.00 5 hours ago Registered Private Wealth Client Associate
Asset & Wealth Management RICS - Senior Associate
Chicago, IL $77,000.00-$214,000.00 1 week ago Chicago, IL $170,000.00-$200,000.00 2 weeks ago Financial Services-Wealth and Asset Management - Tax Senior-EDGE client aligned
Chicago, IL $76,000.00-$125,300.00 3 weeks ago Chicago, IL $90,000.00-$134,000.00 3 days ago Chicago, IL $90,000.00-$110,000.00 1 month ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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$50,000.00/yr - $95,000.00/yr Direct message the job poster from Morgan Stanley Talent Acquisition Specialist - Ultra High Net Worth at Morgan Stanley
POSITION 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 • 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 • 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: 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 - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work. Salary range for the position: $50,000 to $95,000/year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about Morgan Stanley's 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). Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance Referrals increase your chances of interviewing at Morgan Stanley by 2x Sign in to set job alerts for “Wealth Management Analyst” roles.
Asset & Wealth Management, Fixed Income - Research Analyst, High Yield and Bank Loans / Global High Yield Credit Analyst, Vice President
Chicago, IL $100,000.00-$230,000.00 3 weeks ago Greater Chicago Area $31,500.00-$125,000.00 1 month ago Asset & Wealth Management, Private Bank, Lending Associate - Chicago
Chicago, IL $70,000.00-$160,000.00 1 week ago Chicago, IL $70,000.00-$125,000.00 2 weeks ago Asset & Wealth Management, Workplace Advisory Solutions, Relationship Management Analyst - Chicago
Chicago, IL $60,000.00-$100,000.00 1 week ago Asset & Wealth Management, Digital Marketing, Associate - Chicago
Chicago, IL $80,000.00-$125,000.00 1 week ago Greater Chicago Area $90,000.00-$115,000.00 1 week ago Asset & Wealth Management, Client Solutions Group, Regional Consultant, Associate - Chicago
Chicago, IL $75,000.00-$80,000.00 1 week ago Asset & Wealth Management, Private Bank, Marketing and Client Engagement Team, Associate - Chicago, IL
Chicago, IL $70,000.00-$160,000.00 1 week ago Greater Chicago Area $55,000.00-$65,000.00 2 months ago Chicago, IL $60,000.00-$70,000.00 2 weeks ago Asset & Wealth Management, Multi-Asset Solutions, Trading & Risk Solutions, Analyst
Chicago, IL $70,000.00-$125,000.00 1 week ago Asset & Wealth Management, Web Manager, Associate - Chicago
Chicago, IL $80,000.00-$125,000.00 5 days ago Private Wealth Planning Associate – HNW Client Focus | Chicago, IL- 382787
Chicago, IL $215,000.00-$355,000.00 1 day ago Wealth Management Operations - Client Services Associate
Asset & Wealth Management, Marketing Investment Writer, Associate
Chicago, IL $80,000.00-$125,000.00 2 days ago Associate Wealth Market Leader- Chicagoland
Chicago, IL $124,355.00-$146,300.00 5 hours ago Registered Private Wealth Client Associate
Asset & Wealth Management RICS - Senior Associate
Chicago, IL $77,000.00-$214,000.00 1 week ago Chicago, IL $170,000.00-$200,000.00 2 weeks ago Financial Services-Wealth and Asset Management - Tax Senior-EDGE client aligned
Chicago, IL $76,000.00-$125,300.00 3 weeks ago Chicago, IL $90,000.00-$134,000.00 3 days ago Chicago, IL $90,000.00-$110,000.00 1 month ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr