Morgan Stanley
Financial Planning Analyst
West Des Moines, Iowa · On-site · Full-time · Posted Oct 26, 2026
- Experience
- 5+ years of work experience in a field relevant to the position required.
- Education
- 4-year college degree or professional certification preferred.
- Visa sponsorship
- Applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.
About the job
Supports Financial Advisors and Private Wealth Advisors by using financial planning tools, preparing plans, and helping deliver client service and scalable planning processes.
What you'll do
- Use firm financial planning tools to develop plans and support client relationships.
- Participate in client and prospective-client meetings to review financial plans, representing the service perspective.
- Help establish repeatable planning processes and provide planning-tool support to peers.
What they ask for
- Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
- Complete and maintain internal Financial Planning Specialist designation requirements.
- Willingness to obtain Certified Financial Planner (CFP) and/or Certified Private Wealth Advisor (CPWA) designation.
- Knowledge of financial planning and financial services products.
Nice to have
- 4-year college degree or professional certification.
Tools
Firm-approved financial planning systems, MS Office
Model-written summary · the original posting is authoritative