Top 11 Private wealth management registered client service Jobs in Thornton, Co

Private Wealth Management Analyst
Morgan Stanley —Denver, CO
- $68,000 - $120,000 a year
- Full-time
- Computer literacy
- Writing skills
- Mid-level
- Health savings account
- Paid holidays
14d
J.P. Morgan Wealth Management - Private Client Advisor - Centennial, CO
JPMorganChase —Centennial, CO
- $57,840 a year
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
ASSOCIATE, PRIVATE EQUITY
Cresset Capital —Denver, CO
- $85,000 - $115,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
- Health savings account
- Disability insurance
Quick Apply
Key Private Bank - Registered Associate Relationship Manager
KeyBank National Association —Denver, CO
- $80,000 - $150,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Office
Registered Client Service Associate
Morgan Stanley —Denver, CO
- $35,000 - $75,000 a year
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health savings account
- Paid holidays
DIRECTOR, EQUITY RESEARCH
Cresset Capital —Denver, CO
- $150,000 - $185,000 a year
- 7 years
- Finance
- Analysis skills
- Health savings account
- Disability insurance
Quick Apply
Branch Administrative Supervisor I
Robert W. Baird —Denver, CO
- $35.18 - $47.65 an hour
- Microsoft Excel
- Research
- Mid-level
Premier Client Advisor
PNC Financial Services Group —Centennial, CO
- $57,750 - $96,250 a year
- Full-time
- Mid-level
- Office
- Business development
- Wellness program
- Health savings account
1d
Wealth Strategist
Sequoia Financial Group Llc —Denver, CO
- Full-time
- CPA
- Finance
- Bachelor's degree
Quick Apply

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Investment Operations Associate / Associate Wealth Advisor - licensed candidates preferred
Stronghaven —Greenwood Village, CO
We support licensing, continuing education, and professional development. Continuing education and licensing support. Open and onboard new client accounts.
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Kin Veterinary Emergency and Specialty Center —Greenwood Village, CO
We are seeking a Critical Care Technician to join our team as we prepare to open a state-of-the-art, independent emergency and specialty hospital in south…
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J.P. Morgan Wealth Management - Private Client Advisor - Powell, Ohio
JPMorganChase —Powell, OH
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.

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Private Wealth Management Analyst

Morgan Stanley -
Denver, CO

Apply Now

Job Details

Full-time
$68,000 - $120,000 a year
14 days ago

Benefits

Health savings account
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Parental leave
Vision insurance
Life insurance

Qualifications

Series 7

Full Job Description

POSITION SUMMARY

Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member of the service team, in supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools, financial planning, reporting and analysis.

DUTIES and RESPONSIBILITIES:

Client Service:

As a key member of the service team, provide coverage for an FA/PWA/team including:

Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings and tracking follow-ups

Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning client accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity

Remaining current on all policies, procedures and new platforms

Business Development Support:

Assisting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management

At the direction of FA/PWA/team, executing against all administrative elements of digital and in person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity

At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients

At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems

At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens

Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

EDUCATION, EXPERIENCE, KNOWLEDGE and SKILLS:

Education and/or Experience

2+ years of work experience in a field relevant to the position required

Four-year college degree or professional certification preferred

Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required

Additional product licenses may be required

Knowledge/Skills

Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts

Technically proficient and quick learner of new and updated platforms

Detail oriented with superior organizational skills and ability to prioritize

Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications

Exceptional writing, interpersonal and client service skills

Strong time management skills

Team player with the ability to collaborate with others

Ability to work in a fast-paced, evolving environment

Adaptable and ability to multi-task

Goal oriented, self-motivated and results driven

Reports to:

Business Service Officer

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Salary range for the position: $68,000.00 - $120,000.00 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. The application window is expected to close 9/29/26, but may be extended depending on whether a candidate has been selected.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .

Apply Now

Refine Your Search

private wealth management registered client service jobs in thornton, co

Private Wealth Management Analyst

J.P. Morgan Wealth Management - Private Client Advisor - Centennial, CO

ASSOCIATE, PRIVATE EQUITY

Key Private Bank - Registered Associate Relationship Manager

Registered Client Service Associate

DIRECTOR, EQUITY RESEARCH

Branch Administrative Supervisor I

Premier Client Advisor

Wealth Strategist

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