Morgan Stanley is a global leader in wealth management with an extensive network of over 500 offices and 16,000 Financial Advisors around the world. Our Financial and Wealth Advisors deliver tailored solutions to fit individual investment objectives, risk tolerance and liquidity needs. We provide individuals, families, businesses and institutions with a wide variety of financial services: brokerage and investment advice, financial and wealth planning, banking and lending, cash management, annuities and insurance, and retirement and trust services.
Commencing in early July, the competitive 26-month Branch Analyst program places you in one of our branches located throughout the United States.
During the program, analysts will have rotations in Operations/Service, Risk and Business Development and a placement with a Financial Advisor team. Analysts are required to take and pass both the Series 7 and 66 in the first month after orientation prior to beginning the rotations. Continuing the program is contingent on passing both exams.
The Branch Analyst’s responsibilities will include: • processing and analyzing financial data for client portfolios • creating asset allocation reviews and financial plans • developing proposals and presentations for prospects and clients • analyzing the Financial Advisors’ books of business and identifying new business opportunities • identifying opportunities to promote the development of client relationships, (prospecting clients through cold calling, and organizing client seminars)
Our employees are critical to delivering world-class service to our clients and positive results to our shareholders. To accomplish these goals, we seek to attract and retain the most talented individuals from across the industry. By fostering creativity, encouraging debate and recognizing achievement, we have created an environment that challenges individuals to achieve their best performance for our clients. We view career development as an ongoing process, and we offer our employees challenging developmental opportunities, both on the job and within a training environment.
Success as a Branch Analyst in Wealth Management requires:
• the applicant to be a graduate of an four-year accredited college or university by the time they begin orientation• a minimum overall GPA of 3.2
• a strong desire and commitment to understand the global wealth management business
• an ability to understand and interpret numeric data, especially as it relates to financial services
• effective communication and interpersonal skills (both written and oral) • demonstrated leadership skills
• the ability to work effectively on a team
Application Deadline November 29th
Morgan Stanley - 15 months ago
One of the world's top investment banks, Morgan Stanley serves up a smorgasbord of financial services. The company operates...