Private Wealth Management Financial Planning Analyst
Morgan Stanley · New York, NY · Senior Level · Banking and wealth advisory · posted yesterday
Morgan Stanley · Baltimore, MD · posted 14 days ago
By AtiveSite · Published 07/11/2026 · Updated 08/11/2026 · Every figure is linked to its source below.
| Employer | Morgan Stanley |
|---|---|
| Location | Baltimore, Maryland |
| Field | Finance and Insurance › Accounting, audit and tax |
| Level | Mid Level |
| Source category | Accounting and Finance |
| Posted | 2026-10-25 (14 days ago) |
| Work arrangement | On-site at the location listed |
| Pay | Not published in the source listing |
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. As such, we are building a Baltimore-based talent pipeline for early-career professionals within our Finance Division. Submitting your resume for this pipeline requisition ensures consideration for current and future career opportunities. You will also stay informed about firm-sponsored events designed to engage top talent and provide networking opportunities with finance professionals and firm employees.
Company Profile
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Department Profile
The Finance Division reports to the Chief Financial Officer and consists of some 3,000 employees worldwide. Finance protects the Morgan Stanley franchise by serving as guardian of the Firm's books and records, and by contributing to firm wide risk management and risk reduction. This division maintains relationships with Morgan Stanley's various industry and government regulators, and also serves as the conduit of financial information to the outside investment community. Finance plays a critical role as advisor to Morgan Stanley's various businesses and its senior management team. The Morgan Stanley Baltimore office is a critical component of the Firm`s Global footprint and has 1,400 employees that provide support and services to the Investment Banking, Securities, Investment Management and Wealth Management Businesses.
Key Responsibilities:
Field: Finance and Insurance Sub-niche: Accounting, audit and tax All jobs at Morgan Stanley Jobs in Maryland Jobs in Baltimore, MD Baltimore city guide Maryland state guide Baltimore economy
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This is a Mid Level role in the Finance and Insurance field (Accounting, audit and tax) 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.
This is editorial guidance, not information from the employer.
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The job is in Baltimore, MD. Below is what the official statistics say about living and working there.
How Baltimore compares. Among the 80 largest places in Maryland, Baltimore is #1 by population, #77 for household income (#1 = highest), #6 for rent (#1 = cheapest), #65 for homeownership (#1 = highest). Its county, Baltimore, is #4 of 24 counties for average pay ($82,818).
Baltimore has 573,243 residents (ACS 2020–2024), about 9.2% of the population of Maryland. It covers 81 square miles of land, which works out to roughly 7,082 people per square mile. The median age is 36.2, 8% younger than the state median (36.2 against 39.4).
The median gross rent is $1,331 a month (rent plus utilities), 22% below the state median ($1,331 against $1,705). Over a year that is 25.7% 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 $229,600, which is 3.7 times the median household income ($62,177); a ratio under 4 usually means ownership is within reach for many households. 47.5% of households own their home, 30% below the state average (47.5% against 67.6%). A low ownership share points to a rental-heavy market with more apartments and shorter stays.
The Baltimore-Columbia-Towson, MD metropolitan area has 1,356,680 jobs in the BLS wage survey, and the median pay across all occupations is $59,070 a year, 16% above the national median ($59,070 against $50,980). The biggest occupation groups are office and administrative support (159,220 jobs, median $49,590); management (123,580 jobs, median $128,630); transportation and material moving (113,300 jobs, median $44,720). The area is most specialised in life, physical, and social science (1.5 times) and computer and mathematical (1.4 times), where the share of workers is well above the national share. The best-paying groups with at least 5,000 jobs are management ($128,630) and computer and mathematical ($128,330). In 2026M09 the unemployment rate of Baltimore was 4.6%. 63.1% of residents aged 16 and over are in the labour force. The city lies in Baltimore; its jobs, pay by industry and GDP are on the county page.
Among workers, 55.5% drive alone, 10.3% use public transit, 5.6% walk, 17.8% work from home. 18.8% of workers commute 45 minutes or more, 22% below the state average (18.8% against 24.2%).
36.1% of adults aged 25 and over hold a bachelor's degree or higher, 17% below the state share (36.1% against 43.5%). 9.3% of residents were born outside the United States, 44% below the state share (9.3% against 16.6%). The poverty rate is 19.8%, 109% above the state rate (19.8% against 9.4%).
The warmest month is Jul, averaging 77°F (25.0°C), and the coolest is Jan at 30°F (-1.2°C). About 1,161 mm (46 inches) of precipitation falls in a year; Jun is the wettest month (117 mm) and Jan the driest (70 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: Rosedale (6 miles, rent 4% higher); Arbutus (6 miles, similar rent); Dundalk (7 miles, rent 11% higher); Towson (7 miles, rent 33% higher). Rent differences are against Baltimore; use the Compare tab to put any two cities side by side.
Full guide to Baltimore →Maryland guideAll jobs in Baltimore
These links go to official sources and open in a new window. The first one is the government's or company's own site as listed in Wikidata (property "official website"); check it before relying on it.
Places within 50 miles (straight line) of Baltimore, MD that have a guide, with what living there costs. No pay estimate is shown because the title did not match one occupation.
| Place ⇅ | Distance from the job city ⇅ | Median rent ⇅ | Median home value ⇅ | Median household income ⇅ | Commute 45+ min ⇅ | Rent as % of occupation pay ⇅ | Open jobs there ⇅ |
|---|---|---|---|---|---|---|---|
| Baltimore, MD | 0 mi | $1,331 | $229,600 | $62,177 | 18.8% | n/a | Jobs |
| Rosedale, MD | 6 mi | $1,378 | $276,200 | $85,711 | 18.3% | n/a | — |
| Arbutus, MD | 6 mi | $1,318 | $322,600 | $99,090 | 10.2% | n/a | — |
| Dundalk, MD | 7 mi | $1,473 | $212,700 | $64,520 | 15.5% | n/a | — |
| Towson, MD | 7 mi | $1,764 | $469,000 | $101,320 | 12.8% | n/a | — |
| Parkville, MD | 7 mi | $1,526 | $260,400 | $79,178 | 13.6% | n/a | — |
| Lochearn, MD | 7 mi | $1,460 | $286,000 | $74,707 | 19.0% | n/a | — |
| Woodlawn, MD | 7 mi | $1,494 | $294,200 | $82,466 | 13.4% | n/a | — |
| Catonsville, MD | 7 mi | $1,724 | $416,900 | $114,109 | 11.5% | n/a | — |
| Pikesville, MD | 8 mi | $1,707 | $434,500 | $98,465 | 9.8% | n/a | — |
| Carney, MD | 9 mi | $1,793 | $319,700 | $83,620 | 15.5% | n/a | — |
| Essex, MD | 9 mi | $1,319 | $258,900 | $67,168 | 19.3% | n/a | — |
| Milford Mill, MD | 9 mi | $1,653 | $273,600 | $69,711 | 21.9% | n/a | — |
| Glen Burnie, MD | 10 mi | $1,648 | $348,900 | $88,280 | 16.3% | n/a | — |
| Ilchester, MD | 10 mi | $2,115 | $532,400 | $152,103 | 20.2% | n/a | — |
| Elkridge, MD | 10 mi | $2,295 | $454,200 | $139,913 | 16.0% | n/a | — |
| Middle River, MD | 10 mi | $1,636 | $271,700 | $78,398 | 19.1% | n/a | — |
| Perry Hall, MD | 10 mi | $1,706 | $349,600 | $106,244 | 15.3% | n/a | — |
| Pasadena, MD | 10 mi | $2,393 | $423,400 | $129,727 | 21.6% | n/a | — |
| Randallstown, MD | 11 mi | $1,577 | $327,200 | $85,735 | 23.3% | n/a | — |
We could not match this title to one occupation, so here are the other sub-niches in Finance and Insurance, where your skills may carry over:
Banking and wealth advisory (1465) Insurance and claims (428) Treasury, payments and risk (653)
How far Baltimore, MD is from the 20 largest US cities, in straight-line miles (not driving distance). Click a column to sort.
| From ⇅ | Straight-line distance (miles) ⇅ | Population of that city ⇅ |
|---|---|---|
| Philadelphia, PA | 93 mi | 1,579,706 |
| New York, NY | 170 mi | 8,483,844 |
| Columbus, OH | 342 mi | 914,802 |
| Charlotte, NC | 366 mi | 903,844 |
| Indianapolis, IN | 509 mi | 885,860 |
| Chicago, IL | 607 mi | 2,711,226 |
| Jacksonville, FL | 682 mi | 977,670 |
| Oklahoma City, OK | 1,175 mi | 697,125 |
| Dallas, TX | 1,209 mi | 1,307,930 |
| Fort Worth, TX | 1,240 mi | 963,194 |
| Houston, TX | 1,251 mi | 2,328,253 |
| Austin, TX | 1,347 mi | 979,539 |
| San Antonio, TX | 1,417 mi | 1,479,835 |
| Denver, CO | 1,501 mi | 718,877 |
| Phoenix, AZ | 1,998 mi | 1,642,323 |
| San Diego, CA | 2,288 mi | 1,389,526 |
| Los Angeles, CA | 2,325 mi | 3,857,263 |
| Seattle, WA | 2,329 mi | 754,195 |
| San Jose, CA | 2,429 mi | 990,138 |
| San Francisco, CA | 2,484 mi | 830,235 |
| City ⇅ | Straight-line distance ⇅ | Open jobs ⇅ |
|---|---|---|
| Chevy Chase, MD | 34 mi | 3 |
| Washington, DC | 35 mi | 234 |
| Arlington, VA | 39 mi | 224 |
| McLean, VA | 40 mi | 169 |
| Alexandria, VA | 42 mi | 6 |
| Reston, VA | 46 mi | 10 |
| Springfield, VA | 47 mi | 1 |
| Ashburn, VA | 50 mi | 15 |
| Newark, DE | 52 mi | 8 |
| Wilmington, DE | 65 mi | 2 |
| Philadelphia, PA | 93 mi | 165 |
| Fort Washington, PA | 95 mi | 2 |
| Marlton, NJ | 99 mi | 13 |
| Bethlehem, PA | 113 mi | 3 |
| Atlantic City, NJ | 116 mi | 5 |
Morgan Stanley is the employer in this listing. See all its open jobs here →
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 →
These links go to official sources and open in a new window. The first one is the government's or company's own site as listed in Wikidata (property "official website"); check it before relying on it.
What it is like to work at a company (culture, schedules, benefits) is not in the source data, so we do not describe it. Read the description and ask the questions under "How to prepare".
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A mid level role in finance and insurance (accounting, audit and tax) listed 14 days ago. The full description is on this page and on The Muse.
Baltimore, MD.
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 Baltimore is $1,331 a month and median household income $62,177 (ACS 2020–2024).
It was posted on 2026-10-25 (14 days ago). Jobs older than 90 days are not shown.
Yes: browse accounting, audit and tax jobs in Maryland.
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