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Wealth Management Analyst: Client Services & Marketing Support
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-01-25
Listing for:
Morgan Stanley
Full Time
position Listed on 2026-01-25
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
A leading financial services firm is seeking Wealth Management Analysts to support Financial Advisors and provide exceptional service to clients. Responsibilities include client interaction, financial planning, and executing business strategies. The ideal candidate has 2+ years of relevant experience, a four-year college degree, and required licenses such as Series 7 and Series 66. This position offers a base pay range between $50,000 to $115,000 per year, based on experience and qualifications.
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