Morgan Stanley
Wealth Management Analyst
$75K–$125K
San Francisco, California · On-site · Full-time · Posted Oct 28, 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 by delivering client service and assisting with financial planning, reporting, marketing, research, and business operations.
What you'll do
- Prepare for client meetings, track follow-ups, and provide backup client-service support, including certain account transactions and digital-tool assistance.
- Support business plans and execute administrative tasks for digital and in-person marketing activities.
- 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.
- Expert knowledge of basic personal computers, MS Office (particularly MS Excel), and internet applications.
Nice to have
- Four-year college degree or professional certification.
- Additional product licenses may be required.
Pay
$75,000 and $125,000 per year USD (base salary)
Tools
MS Office, MS Excel, MS Online
Model-written summary · the original posting is authoritative