Morgan Stanley

Wealth Management Analyst

Morgan Stanley
Houston, TX, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

At Morgan Stanley, we are looking for a motivated, detail-oriented and experienced Wealth Management Analyst to join our team. The ideal candidate for this role will be a problem-solver who is passionate about working with clients to provide exceptional service and financial advice. The successful candidate will have a Bachelor’s degree in finance, economics, accounting, or a related field, excellent communication and interpersonal skills, and a solid understanding of the financial services industry. If you have a drive to succeed and a passion for the financial services industry, this is an outstanding opportunity to join a leading global financial services firm.

Responsibilities:

  1. Develop and maintain relationships with clients to provide exceptional service and financial advice.
  2. Analyze financial data to uncover trends and opportunities to ensure the best financial outcome for clients.
  3. Provide comprehensive financial planning services to clients, including retirement planning, estate planning, risk management, and investment selection.
  4. Monitor and research market conditions, investments, and other financial services to stay current with industry trends and regulations.
  5. Develop and present financial plans and strategies for clients to help them reach their goals.
  6. Prepare detailed reports and presentations for clients.
  7. Liaise with other departments to ensure clients receive the best possible service.
  8. Remain compliant with all regulatory and legal requirements.
Where is this job?
This job is located at Houston, TX, USA
Job Qualifications

  • Strong Communication And Interpersonal Skills

  • Accounting

  • Financial Modeling

  • Portfolio Management

  • Asset Allocation

  • Investment Analysis

  • Financial Planning

  • Securities And Derivatives Market Knowledge

Required Skills

  • Strategic Planning

  • Project Management

  • Financial Planning

  • Data Analysis

  • Excel

  • Financial Modeling

  • Relationship Management

  • Reporting

  • Valuation

  • Risk Analysis

  • Regulatory compliance

  • Asset management

  • Portfolio analysis

  • Client Services

  • Investment Banking

Soft Skills

  • Communication

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • Critical thinking

  • collaboration

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Wealth Management Analyst in Houston, TX, USA is $43,000 - $81,000 per year. This figure is based on the salaries of individuals working in this field in the Houston area.

Additional Information
Morgan Stanley is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedNovember 17th, 2023
Apply BeforeMay 22nd, 2025
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About Morgan Stanley

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.

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