Morgan Stanley
Wealth Management Analyst
$75K–$125K
Menlo Park, California · On-site · Full-time · Posted Aug 10, 2026
- Experience
- 2+ years of relevant work experience required.
- Education
- Four-year college degree or professional certification preferred.
About the job
Supports Financial Advisors and Private Wealth Advisors by providing client service, business development, marketing, reporting, and operational assistance.
What you'll do
- Prepare for client meetings, track follow-ups, and provide backup client-service support, including permitted account transactions and digital-tool assistance.
- Support business plans and execute administrative elements of digital and in-person marketing strategies.
- Prepare client reports and financial plans, assist with research, and participate in client or prospective-client meetings as requested.
What they ask for
- At least 2 years of work experience in a field relevant to the position.
- Active Series 7 (GS) and either Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
- Knowledge of financial services products.
- Proficiency with basic personal computers, MS Office (particularly MS Excel), and internet applications.
Nice to have
- Four-year college degree or professional certification.
Pay
$75k and $125k per year (USD, base pay)
Tools
MS Office, MS Excel, MS Online
Model-written summary · the original posting is authoritative