Wealth Management Analyst: Client Services & Growth
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-07-15
Listing for:
Morgan-Stanley
Full Time
position Listed on 2026-07-15
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Services, Financial Analyst
Job Description & How to Apply Below
Morgan Stanley in San Francisco seeks a Wealth Management Analyst to support Financial Advisors and Private Wealth Advisors with client service, digital tools, and financial planning. You will help prepare for meetings, track follow-ups, and assist in reporting and research.
The role requires a four-year degree and active Series 7/66 (or equivalent) licenses, along with strong MS Excel and communication skills. Join a team committed to client service excellence.
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