POSITION SUMMARY:
The Wealth Management Analyst’s responsibilities include producing strategy reports, synthesizing client/prospect data to develop customized financial plans, designing tailored reporting for new and existing clients and creating and executing marketing strategies to attract new clients. The Wealth Management Analyst focuses on servicing clients by understanding their investment objectives and working in partnership with the Financial Advisor / Private Wealth Advisor to deliver solutions.
DUTIES and RESPONSIBILITIES:
Client Support:*
Business Development & Operational Support:
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
* *
Education and/or Experience
* 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/Skills
* Enjoys working with people and problem solving
* Knowledge of financial industry and investment products preferred
* Able to measure performance of clients’ portfolios
* Effective written and verbal communication skills
* Strong understanding of applicable compliance rules, regulations and firm policies
* Able to work independently and effectively on a team
* 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 environmen
* Ability and interest in working in a fast-paced, evolving environment
* *
REPORTS TO:
* Business Service Manager
Morgan Stanley
EOE committed to diversifying its workforce.
M/F/D/V
Job: *Wealth Management
Title: Wealth Management Analyst
Location: Florida-Boca Raton
Requisition ID: 3202817
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