Wealth Management Analyst: Client Strategy & Service
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Analyst, Financial Advisor / Consultant, Portfolio & Asset Management
Morgan Stanley in the United States seeks a Wealth Management Analyst to support Financial Advisors and Private Wealth Advisors. You will assist in client service, digital marketing, portfolio tools, and financial planning, while preparing reports and analytics for existing and prospective clients.
The role emphasizes collaboration with FA/PWA teams, reporting, and participation in firm initiatives. A 2+ year background and appropriate licenses or certifications are preferred.
We are looking to fill the Wealth Management Analyst:
Client Strategy & Service position at Morgan-Stanley in Oklahoma City, OK, United States.
For the Wealth Management Analyst:
Client Strategy & Service position at Morgan-Stanley, we are reviewing applications now.
Step into the Wealth Management Analyst:
Client Strategy & Service role at Morgan-Stanley in Oklahoma City, OK, United States and grow with us.
Please review the full job details above before applying.
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