Wealth Management Analyst / Associate

Morgan Stanley • Atlanta, GA

392d • $50,000 - $115,000

About The Position

The Wealth Management Analyst/Associate serves as a primary contact for clients, providing support in account servicing, financial planning, and investment portfolio management. This role combines relationship management with marketing skills to foster long-term client relationships, ensuring a positive client experience and timely delivery of services. The position requires collaboration with Financial Advisors and involves various responsibilities, including client support, business development, and operational tasks.

Requirements

• 2+ years of work experience in a relevant field required (5+ years for Associate level).
• Four-year college degree or professional certification preferred.
• Active Series 7 and Series 66 or Series 63 and Series 65 licenses required.
• Knowledge of financial industry and investment products preferred.
• Effective written and verbal communication skills.
• Strong understanding of compliance rules and regulations.
• Strong computer skills, including Microsoft Office products (Word, Excel, PowerPoint).
• Detail-oriented with superior organizational skills.

Nice To Haves

• Experience in client-facing roles within the financial services industry.
• Additional product licenses beyond the required ones.

Responsibilities

• Establish and cultivate trusting relationships with new and existing clients.
• Assist Financial Advisors in developing and delivering financial and investment strategies.
• Prepare performance reports and analyze investment portfolio holdings.
• Engage in dialogue with clients to determine investment objectives and risk tolerance.
• Assist clients with executing orders in Brokerage and Advisory accounts.
• Conduct market and stock research for clients.
• Develop Statement of Investment Policy Statements in coordination with Financial Advisors.
• Manage events, webinars, and seminars in collaboration with Financial Advisors.
• Utilize financial planning tools to analyze complex financial information and lead presentations.
• Coordinate enrollment campaigns and meetings for existing clients.
• Design and produce strategy reports for Financial Advisors to use with clients.
• Synthesize client data to develop customized financial plans and asset allocation proposals.
• Lead efforts to enhance client experience and implement new procedures and products.
• Provide tailored recommendations to Financial Advisors regarding client situations.
• Collaborate with Financial Advisors to develop business plans and marketing strategies.
• Conduct quarterly/annual business performance reviews with Financial Advisors.
• Participate in training and education programs to stay current on policies and procedures.

Benefits

• Competitive base pay with potential for commission earnings and bonuses.
• Access to Morgan Stanley sponsored benefit programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree