Wealth Management Analyst: Client Strategy
Job in
Menlo Park, San Mateo County, California, 94029, USA
Listed on 2025-12-21
Listing for:
Morgan Stanley
Full Time
position Listed on 2025-12-21
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Consultant, Financial Services
Job Description & How to Apply Below
A leading financial services firm is seeking a Wealth Management Analyst to provide exceptional service to clients and support Financial Advisor teams. Key responsibilities include assisting in client service, executing business development strategies, and participating in client meetings. Ideal candidates will have a four-year degree, relevant work experience, and required financial licenses. Proficiency in MS Office and strong interpersonal skills are essential for success in this dynamic and fast-paced environment.
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