Wealth Management

Branch Full-time Analyst

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Placement and duration

Commencing in late June, the Branch Analyst Program places individuals in one of our branches located throughout the United States. The placement in Branch Administration includes rotations throughout Operations / Service, Risk / Compliance, Banking / Cash Management and Business Development. Analysts are then placed in a separate rotation, working alongside Financial Advisor teams.

Training program

Branch Analysts will participate in a week-long orientation in our Westchester and New York offices, where they will have exposure to Morgan Stanley Wealth Management’s products and strategic initiatives. Analysts will also hear from senior leaders within the firm and meet with Program peers. 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 perform their best 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. Successful Branch Analysts will have the opportunity to secure a position as a Wealth Advisory Associate or Financial Advisor Associate.

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Responsibilities

  • 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, including prospecting clients through cold calling, and organizing client seminars.
  • Analysts will obtain training for and are required to pass the Series 7 and Series 66 licensing exams.

Qualifications/ Skills/ Requirements

  • Applicants must be in their senior year at a four-year accredited college or university with 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 written and oral communication and interpersonal skills.
  • Demonstrated leadership skills.
  • The ability to work effectively on a team.
  • Women and diverse candidates are encouraged to apply.

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Multiple Locations

Morgan Stanley is a global leader in wealth management, with 500 offices and 16,000 Financial Advisors around the world. For nearly 80 years, our Financial and Wealth Advisors have delivered tailored solutions for individuals, families, businesses and institutions.

Locations to be determined in Fall of 2018. 

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Application Process & Deadlines

Students must apply online at www.morganstanley.com/campus.

Contact: wmdiversity@morganstanley.com

Learn more about Our Recruitment Process