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Private Wealth Management Wealth Management Analyst
| Company | Morgan Stanley |
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| Location | Menlo Park, CA, USA |
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| Salary | $50000 – $115000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Junior, Mid Level |
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Requirements
- 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)
- Additional product licenses may be required
- Knowledge of financial industry and investment products preferred
- Effective written and verbal communication skills
- Strong understanding of applicable compliance rules, regulations and firm policies
- Strong computer skills including knowledge of Microsoft Office products (Word, Excel and PowerPoint)
- Detail-oriented with superior organizational skills and ability to prioritize tasks
- Ability and interest in working in a fast-paced, evolving environment
Responsibilities
- Establishes and cultivates trusting relationships with new and existing clients
- Assists Financial Advisors / Private Wealth Advisors in the development and delivery of financial and investment strategies
- Prepares performance reports and other data for clients
- Engages in interactive dialogue with clients and prospects to determine investment objectives
- Works with clients on the execution of orders in Brokerage and Advisory accounts
- Assists clients with market and stock research
- Develops Statement of Investment Policy Statements for clients
- Manages events, webinars and seminars
- Designs and produces strategy reports and other types of communications for Financial Advisors
- Synthesizes client/prospect data to develop customized financial plans/asset allocation proposals
- Leads a team-wide effort to organize, streamline and enhance a client experience
- Identifies and implements practice management opportunities
- Develops presentation materials and proposals
- Provides tailored recommendations to the Financial Advisor / Private Wealth Advisor
- Collaborates with the Financial Advisor / Private Wealth Advisor to develop an overall business plan and marketing strategy
- Conducts quarterly/annual business performance reviews
- Actively engages in available training and education programs
- Proactively participates in firm initiatives directed by local management
Preferred Qualifications
- Knowledge of financial industry and investment products preferred
- Four-year college degree or professional certification preferred
