Business & FinanceOn site
PWM Analyst
Morgan StanleyWellesley, MA
$90,000–130,000/yr
Posted Oct 22, 2026
What you’d do
Provide service and support to Financial Advisors and Private Wealth Advisors including digital marketing, portfolio holdings, proposal tools, financial planning, reporting, and analysis. Full-time position in Wellesley, MA. Found on the employer's careers page on Oct 22, 2026. Apply through the link.
You’ll need
- 2+ years relevant work experience
- Active Series 7 (GS) license
- Active Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) licenses
- Knowledge of financial services products
Our summary of the listing. The full listing has the details.