WEALTH MANAGEMENT ANALYST

Location
Seattle, Washington State
Salary
NA
Posted
Jan 06, 2021
Closes
Mar 07, 2021
Job Role
Analyst
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Preferred

Work with a Morgan Stanley Private Wealth Management team in the Seattle Office. The team has been rated among the Nation’s Top 1,000 Financial Advisors and among Washington State’s Top 25 Financial Advisors by Barron’s Magazine – February 2009, April 2009, February 2010 to February 2019 – among many other recognitions

Job Description-

Work in conjunction with team members to help prepare comprehensive wealth management presentations for high/ultra high net worth clients. Duties include: 

  • Helping prepare client presentations: Net Worth Statement, Retirement Planning Analysis, Education Planning Analysis, Asset Management, Liability Management, etc.
  • Analytical work: Prepare asset allocations, detailed performance reports, stock option analysis, individual stock spreadsheets, etc.
  • Applicable software: Addepar, Zephyr, Microsoft Office & MoneyGuide Pro
  • Occasional Operational/Administrative Tasks: Answering phones, money movement, etc.

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