Wealth Management Analyst — Client Services & Strategy
Listed on 2026-10-07
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Finance & Banking
Financial Analyst, Wealth Management, Financial Services, Financial Advisor / Consultant
Morgan Stanley in the United States is seeking a Wealth Management Analyst to support Financial Advisors and Private Wealth Advisors by handling client service, digital marketing, portfolio tooling, and reporting. You will help prepare for meetings, track follow-ups and assist with day-to-day activities across the advisory team.
The role requires a 4-year degree, 2+ years of related experience, and active licenses (Series 7/66 or 63/65).
Consider building your career as a Wealth Management Analyst — Client Services & Strategy at Morgan Stanley.
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This posting is for the Wealth Management Analyst — Client Services & Strategy role at Morgan Stanley, based in Oklahoma City, OK, United States.
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