Morgan Stanley
Private Wealth Management Analyst
Dallas, Texas +1 · On-site · Full-time · Posted Sep 14, 2026
- Location
- Dallas, Texas
Fort Worth, Texas - 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 analysis.
What you'll do
- Prepare for client meetings, track follow-ups, and provide backup client-service support, including account transactions and digital-tool assistance.
- Support business planning and execute administrative elements of digital and in-person marketing strategies.
- Prepare client reports and financial plans, conduct research using firm-approved systems, and participate in client or prospect 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 client service, writing, interpersonal, organizational, and time-management skills.
Nice to have
- Four-year college degree or professional certification.
- Additional product licenses may be required.
Tools
MS Excel, MS Office, MS Online
Model-written summary · the original posting is authoritative