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Wealth Management Analyst: Client Services & Strategy

Job in Chicago, Cook County, Illinois, 60290, USA
Listing for: 711 MS Smith Barney, LLC
Full Time position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Services, Financial Advisor / Consultant, Banking & Finance
  • Business
    Financial Analyst, Financial Advisor / Consultant, Banking & Finance
Salary/Wage Range or Industry Benchmark: 70000 - 100000 USD Yearly USD 70000.00 100000.00 YEAR
Job Description & How to Apply Below

Morgan Stanley is seeking a Wealth Management Analyst to support Financial Advisors and PWA teams with client service, marketing initiatives, and reporting.

The role requires 2+ years in a relevant field, a four-year degree or professional certification, and active securities licenses. Candidates should be proficient in MS Office, especially Excel, and capable of multitasking in a fast-paced environment.

We are seeking a motivated Wealth Management Analyst:
Client Services & Strategy to join 711 MS Smith Barney, LLC in Chicago, IL, United States.

Join us at 711 MS Smith Barney, LLC as our next Wealth Management Analyst:
Client Services & Strategy in Chicago, IL, United States.

We are currently recruiting a Wealth Management Analyst:
Client Services & Strategy for our team in Chicago, IL, United States.

This is a great opening to take on the Wealth Management Analyst:
Client Services & Strategy role at 711 MS Smith Barney, LLC.

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