Wealth Management Sales Desk Analyst
Socket
Morgan Stanley in New York seeks a CG Sales Analyst to support Financial Advisors across advisory products, including discretionary and third-party solutions. You will help identify client opportunities, conduct outbound calls, and assist with reporting and CRM usage to track engagement and outcomes. The role requires a university degree, 2+ years in financial services, and credentials (SIE; Series 7/66 within 90 days). Strong communication, organization, and a client-first mindset are essential. #J-18808-Ljbffr Socket
Vacancy posted 1 day ago
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