Morgan Stanley
Private Wealth Management Analyst
$80K–$125K
Seattle, Washington · On-site · Full-time · Posted Oct 7, 2026
- Experience
- 2+ years of work experience in a field relevant to the position required.
- Visa sponsorship
- Applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.
About the job
Supports Financial Advisors and Private Wealth Advisors by providing client service and assisting with financial planning, reporting, research, and business development activities.
What you'll do
- Prepare for client meetings, track follow-ups, and provide backup client-service coverage.
- Support business plans and execute administrative tasks for digital and in-person marketing.
- Prepare client reports or financial plans and assist with research using firm-approved systems.
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.
- Expert knowledge of basic personal computer, MS Office (particularly MS Excel), and internet applications.
- Legally authorized to work in the United States without requiring employment visa sponsorship now or in the future.
Nice to have
- Four-year college degree or professional certification.
Pay
[$80,168 - $125,000] per year (base salary)
Tools
MS Office, MS Excel, MS Online
Model-written summary · the original posting is authoritative