Morgan Stanley
PWM Analyst
$90K–$130K
Wellesley, Massachusetts · On-site · Full-time · Posted Oct 22, 2026
- Experience
- 2+ years of work experience in a field relevant to the position required.
- Education
- Four-year college degree or professional certification preferred.
- 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 with client service, business development, marketing, reporting, financial planning, and research.
What you'll do
- Prepare for client meetings, track follow-ups, and provide backup client-service coverage, including certain account transactions and digital-tool support.
- Help execute business plans and 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.
- Proficiency with basic personal computer, MS Office (particularly MS Excel), and internet applications.
Nice to have
- Four-year college degree or professional certification.
Pay
$90,000 and $130,000 per year (base salary)
Tools
MS Online, MS Office, MS Excel
Model-written summary · the original posting is authoritative