Wealth Management Analyst: Client Service & Planning

Morgan-Stanley

Morgan Stanley is seeking a Wealth Management Analyst to support Financial Advisors and Private Wealth Advisors in servicing clients and driving business development. The role covers digital marketing, portfolio tools, and financial planning tasks, with emphasis on accuracy and client service excellence. The position requires 2+ years of relevant experience, a Bachelor’s degree (or equivalent certification), and FINRA licenses (Series 7/66 or 63/65). #J-18808-Ljbffr Morgan-Stanley

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Vacancy posted 1 day ago

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