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Wealth Management Analyst — Client Services & Strategy
Job in
West Conshohocken, Montgomery County, Pennsylvania, USA
Listed on 2026-08-23
Listing for:
Morgan-Stanley
Full Time
position Listed on 2026-08-23
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Morgan Stanley Wealth Management is seeking a capable Analyst to support Financial Advisors and Private Wealth Advisors in daily service activities, digital marketing, reporting, and planning tasks. The role emphasizes collaboration, accuracy, and timely delivery in a fast-paced environment.
The position requires 2+ years of relevant experience, a 4-year degree (or professional certification), and active securities licenses (Series 7/66 or 63/65).
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