Wealth Management Analyst

Designs and produces strategy reports and other types of communications for Advisors to use with clients and prospects as part of the overall marketing initiative. Synthesizes client/prospect data to develop customized financial plans/asset allocation proposals utilizing the Firm’s proprietary software tools Independently improves and streamlines the service model and operational procedures for the team. Identifies practice management opportunities through various Firm channels. Prepares performance measurement for clients, which involves computing account performance,analyzing investment portfolio holdings, and generating quarterly investment performance monitors. Develops presentation materials and proposals to assist Advisors in obtaining clients’ business. May participate inclient/account meetings. Provides individualized recommendations to the Advisor regarding client situations by analyzing Advisor’s book of business and identifying new business opportunities. Works with clients on the execution of orders in Brokerage and Advisory accounts.

According to JobzMall, the average salary range for a Wealth Management Analyst in 720 S Atherton St, State College, PA 16801, USA is between $39,000 and $83,000 per year. Salary estimates are based on 6 salaries submitted anonymously to JobzMall by Wealth Management Analyst employees in 720 S Atherton St, State College, PA 16801, USA.

Morgan Stanley provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following business segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors.