Morgan Stanley Wealth Management
San Francisco, California
Wealth Management Analyst
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Apply to Wealth Management Analyst at Morgan Stanley Wealth ManagementJob details
- Location
- San Francisco, California
- Work type
- Onsite
- Compensation
- $75,000 - $125,000/yr
- Posted
- 1 week ago
- Apply on
- morganstanley.eightfold.ai
About this role
Requires 2+ years of relevant experience, active Series 7 and Series 66 or Series 63 and Series 65 licenses, financial services knowledge, MS Office and Excel proficiency, and strong client service skills.
What you'll do at Morgan Stanley Wealth Management:
- supporting advisors
- preparing reports
- executing marketing
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