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Wealth Management Strategy & Client Services Analyst

Job in Seattle, King County, Washington, 98127, USA
Listing for: 711 MS Smith Barney, LLC
Full Time position
Listed on 2026-09-07
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 68000 - 120000 USD Yearly USD 68000.00 120000.00 YEAR
Job Description & How to Apply Below

Morgan Stanley is seeking a Wealth Management Analyst in Seattle to support Financial Advisors and Private Wealth Advisors with client service, reporting, planning and digital marketing tasks. The role emphasizes collaboration across teams, staying current on policies, and contributing to the firm’s business plan and client engagement activities.

Applicants should have 2+ years of relevant experience, a bachelor’s degree or professional certifications, and required licenses.

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