Private Wealth Management Financial Planning Analyst
Morgan Stanley · New York, NY · Senior Level · Banking and wealth advisory · posted yesterday
Morgan Stanley · Milwaukee, WI · posted 52 days ago
By AtiveSite · Published 07/11/2026 · Updated 08/11/2026 · Every figure is linked to its source below.
| Employer | Morgan Stanley |
|---|---|
| Location | Milwaukee, Wisconsin |
| Field | Sales and Customers › Account management |
| Level | Mid Level |
| Source category | Human Resources and Recruitment |
| Posted | 2026-09-17 (52 days ago) |
| Work arrangement | On-site at the location listed |
| Pay | Not published in the source listing |
POSITION SUMMARY
Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.
DUTIES and RESPONSIBILITIES:
CLIENT SUPPORT
Provide service coverage for a FA/PWA/team including:
• Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
• Executing money movement transactions at the request of the client and/or FA/PWA
• Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)
• Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA
• Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
• Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems
• Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs/PWAs/teams
• Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) • Assist FAs / PWAs/ teams in delivering against their business plan and client service model
• Remaining current on all policies, procedures and new platforms
• Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
ADMINISTRATIVE SUPPORT:
• Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed)
• Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
• Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
• Assisting with general in-office support functions such as copying, filing and scanning documentation
• Preparing and submitting expense reports for processing at the direction of the FA/PWA
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
• High School Diploma/Equivalency
• College degree preferred
• Industry experience is a plus
• Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Knowledge/Skills
• Detail orientated with superior organizational skills and ability to prioritize
• Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
• 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
To qualify, 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.
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.
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 .
Field: Sales and Customers Sub-niche: Account management All jobs at Morgan Stanley Jobs in Wisconsin Jobs in Milwaukee, WI Milwaukee city guide Wisconsin state guide Milwaukee County economy
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This is a Mid Level role in the Sales and Customers field (Account management) at Morgan Stanley. Mid-level roles usually expect some years of relevant experience and the ability to work with limited supervision.
We could not match this job title to one occupation in the official wage statistics, so no pay estimate is shown. Pay is not in the source listing; ask the employer for the range and compare in the 240 job niches.
Estimate for a wage earner: 2026 federal brackets and standard deduction (IRS), Social Security 6.2% up to $184,500, Medicare 1.45% (+0.9% above $200,000 single / $250,000 married), and a state rate you set; set your own state tax rate. It ignores credits, pre-tax deductions, local taxes and benefits. Sources: IRS: tax year 2026 inflation adjustments · SSA wage base per Federal Register notice 2025-19763.
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The job is in Milwaukee, WI. Below is what the official statistics say about living and working there.
How Milwaukee compares. Among the 80 largest places in Wisconsin, Milwaukee is #1 by population, #80 for household income (#1 = highest), #78 for homeownership (#1 = highest), #61 for college degrees (#1 = most). Its county, Milwaukee County, is #3 of 72 counties for average pay ($69,142).
Milwaukee has 566,973 residents (ACS 2020–2024), about 9.6% of the population of Wisconsin. It covers 96 square miles of land, which works out to roughly 5,895 people per square mile. The median age is 32.4, 19% younger than the state median (32.4 against 40.2).
The median gross rent is $1,059 a month (rent plus utilities), about the same as the state median ($1,059 against $1,087). Over a year that is 23.4% of the median household income. US housing guidance treats housing as affordable when it takes 30% of income or less, so the typical household is under that line. The median home value is $184,000, which is 3.4 times the median household income ($54,234); a ratio under 4 usually means ownership is within reach for many households. 41.8% of households own their home, 38% below the state average (41.8% against 67.8%). A low ownership share points to a rental-heavy market with more apartments and shorter stays.
The Milwaukee-Waukesha, WI metropolitan area has 820,780 jobs in the BLS wage survey, and the median pay across all occupations is $51,160 a year, about the same as the national median ($51,160 against $50,980). The biggest occupation groups are office and administrative support (89,880 jobs, median $48,440); transportation and material moving (71,880 jobs, median $44,820); sales and related (70,510 jobs, median $41,770). The area is most specialised in production (1.5 times) and healthcare support (1.2 times), where the share of workers is well above the national share. The best-paying groups with at least 5,000 jobs are management ($128,250) and legal ($100,570). In 2026M09 the unemployment rate of Milwaukee County was 3.7%. 64.4% of residents aged 16 and over are in the labour force. The city lies in Milwaukee County; its jobs, pay by industry and GDP are on the county page.
Among workers, 66.3% drive alone, 5.0% use public transit, 4.0% walk, 12.9% work from home. 7.9% of workers commute 45 minutes or more, 22% below the state average (7.9% against 10.2%).
27.4% of adults aged 25 and over hold a bachelor's degree or higher, 18% below the state share (27.4% against 33.4%). 11.1% of residents were born outside the United States, 114% above the state share (11.1% against 5.2%). The poverty rate is 22.8%, 116% above the state rate (22.8% against 10.6%).
The warmest month is Jul, averaging 72°F (22.5°C), and the coolest is Jan at 20°F (-6.8°C). About 948 mm (37 inches) of precipitation falls in a year; Jun is the wettest month (125 mm) and Jan the driest (40 mm). These values come from NASA satellite-based climatology on a grid of about 50 km, so they describe the wider area, not a weather station in the city.
Closest cities in this guide: Wauwatosa (3 miles, rent 36% higher); Shorewood (4 miles, rent 27% higher); Glendale (5 miles, rent 35% higher); Whitefish Bay (5 miles, rent 26% higher). Rent differences are against Milwaukee; use the Compare tab to put any two cities side by side.
Full guide to Milwaukee →Wisconsin guideAll jobs in Milwaukee
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Customer success and service (302) Sales and business development (1467)
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It is among the 200 largest US-headquartered employers in our list, with about 83,000 employees worldwide (2025). Company page with headquarters, state economy and official links →
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A mid level role in sales and customers (account management) listed 52 days ago. The full description is on this page and on The Muse.
Milwaukee, WI.
Use the "View this job and apply on The Muse" button. AtiveSite does not receive applications.
The listing does not publish pay, and we could not match the title to one official occupation.
Median rent in Milwaukee is $1,059 a month and median household income $54,234 (ACS 2020–2024).
It was posted on 2026-09-17 (52 days ago). Jobs older than 90 days are not shown.
Yes: browse account management jobs in Wisconsin.
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