About this role
PWM Consulting Group Analyst at Morgan Stanley. Location: Dallas, Texas, United States. Role: supporting advisors, preparing reports, executing marketing Requirements: 5+ years relevant experience, Series 7 and Series 66 (or Series 63 and 65), four-year degree preferred; strong product knowledge, Excel and MS Office proficiency, exceptional client service and organizational skills. Category: Business Operations Seniority: Senior Level Tools: Microsoft Office, Microsoft Excel, MS Online, Internet Certifications: series 7, series 66, series 63, series 65, cima, cfa Commitment: Full Time Workplace: Onsite Languages: English