Morgan Stanley
Wealth Management Analyst
Atlanta, Georgia · On-site · Full-time · Posted Oct 15, 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, financial planning, reporting, and analysis.
What you'll do
- Prepare for client meetings, track follow-ups, and provide backup account-service support.
- Help organize and execute business plans and digital or in-person marketing activities.
- Prepare client reports and financial plans, conduct approved-system research, and participate in client meetings.
What they ask for
- CFP certification, or sitting for the 2026 or Spring 2027 exam.
- 2+ years of relevant work experience.
- Active Series 7 (GS) and Series 66 (AG/RA), or Series 63 (AG) and Series 65 (RA).
- Knowledge of financial services products and strong client service, organizational, and technical skills.
Nice to have
- Four-year college degree or professional certification.
Tools
MS Online, MS Office, MS Excel
Model-written summary · the original posting is authoritative