Morgan Stanley
Private Wealth Management Financial Planning Analyst
$75K–$120K
New York, New York · On-site · Full-time · Posted Oct 22, 2026
- Experience
- 5+ years of relevant work experience required.
- Education
- 4-year college degree or professional certification preferred.
About the job
Supports Financial Advisors and Private Wealth Advisors by using firm-approved planning tools to develop financial plans, strengthen client relationships, and build scalable planning processes.
What you'll do
- Use financial planning tools to create plans and support client relationships and meetings.
- Help establish repeatable, scalable planning processes and provide financial-planning tool support to peers.
- Build relationships with business partners and colleagues, stay current on policies and platforms, and participate in firm initiatives.
What they ask for
- 5+ years of work experience in a field relevant to the position.
- 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.
- Knowledge of financial planning and financial services products.
Nice to have
- 4-year college degree or professional certification.
- Willingness to obtain Certified Financial Planner (CFP) and/or Certified Private Wealth Advisor (CPWA) designation.
Pay
$75,000 and $120,000 per year (base pay)
Tools
Firm-approved financial planning systems, MS Office, internet applications
Model-written summary · the original posting is authoritative