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Wealth Management Analyst — Client Services & Growth
Job in
South Windsor, Hartford County, Connecticut, 06074, USA
Listed on 2026-08-13
Listing for:
711 MS Smith Barney, LLC
Full Time
position Listed on 2026-08-13
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Morgan Stanley is seeking a Wealth Management Analyst in the United States to support FAs/PWAs/teams with client service, reporting, and marketing activities. You will assist in preparing for meetings, tracking follow-ups, and handling administrative tasks related to client accounts and digital tools.
The role requires 2+ years of relevant experience, a four-year degree (or equivalent), and active Series 7 and Series 66 or Series 63/65 licenses.
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