Morgan Stanley
Wealth Management Analyst
$75K–$125K
San Francisco, California · On-site · Full-time · Posted Oct 19, 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 operational tasks.
What you'll do
- Prepare for client meetings, track follow-ups, and provide backup client service support, including account transactions and digital tool assistance.
- Help execute business plans and marketing activities, including conferences, websites, social media, and email communications.
- Prepare or review 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, client service, writing, interpersonal, and time-management skills.
Nice to have
- Four-year college degree or professional certification.
Pay
USD $75k and $125k per year (base pay)
Tools
MS Online, MS Office, MS Excel
Model-written summary · the original posting is authoritative