Wealth Management Analyst: Client Service & Planning
Listed on 2026-10-10
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Services, Financial Analyst
Morgan Stanley is seeking a Wealth Management Analyst to support Financial Advisors and Private Wealth Advisors in servicing clients and driving business development. The role covers digital marketing, portfolio tools, and financial planning tasks, with emphasis on accuracy and client service excellence.
The position requires 2+ years of relevant experience, a Bachelor’s degree (or equivalent certification), and FINRA licenses (Series 7/66 or 63/65).
Join us at Morgan-Stanley as our next Wealth Management Analyst:
Client Service & Planning in Atlanta, GA, United States.
This is an excellent role to take on the Wealth Management Analyst:
Client Service & Planning role at Morgan-Stanley.
As a Wealth Management Analyst:
Client Service & Planning, you will play an important part at Morgan-Stanley in Atlanta, GA, United States.
We invite applications for the Wealth Management Analyst:
Client Service & Planning position located in Atlanta, GA, United States.
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