Morgan Stanley
Private Wealth Management Analyst
West Conshohocken, Pennsylvania · On-site · Full-time · Posted Aug 20, 2026
- Experience
- 2+ years of work experience in a field relevant to the position required.
- Education
- Four-year college degree or professional certification preferred.
About the job
Supports Financial Advisors and Private Wealth Advisors with client service, business development, marketing, financial planning, reporting, and research activities.
What you'll do
- Prepare for client meetings, track follow-ups, and provide backup coverage for client service tasks.
- Help execute business plans and digital or in-person marketing activities.
- Prepare client reports and financial plans, conduct research, and participate in client or prospective-client meetings.
What they ask for
- Active Series 7 (GS) and Series 66 (AG/RA), or Series 63 (AG) and Series 65 (RA).
- Knowledge of financial services products, including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
- Proficiency with MS Office, particularly MS Excel, and internet applications.
- Strong organizational, communication, client-service, and time-management skills.
Nice to have
- Four-year college degree or professional certification.
- Additional product licenses may be required.
Tools
MS Office, MS Excel, MS Online
Model-written summary · the original posting is authoritative