Private Wealth Management Financial Planning Analyst
Morgan Stanley · New York, NY · Senior Level · Banking and wealth advisory · posted 2 days ago
Morgan Stanley · Indianapolis, IN · posted 38 days ago
By AtiveSite · Published 07/11/2026 · Updated 09/11/2026 · Every figure is linked to its source below.
| Employer | Morgan Stanley |
|---|---|
| Location | Indianapolis, Indiana |
| Field | Operations and Management › Business operations and strategy |
| Level | Senior Level |
| Source category | Business Operations |
| Posted | 2026-10-02 (38 days ago) |
| Work arrangement | On-site at the location listed |
| Pay | Not published in the source listing |
POSITION SUMMARY
Consulting Group Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member of the service team, in supporting FA/PWA/team, this role will focus on assisting in areas such as digital marketing, portfolio
holdings and/or proposal tools, financial planning, reporting and analysis. The Consulting Group Analyst is also responsible for matters of technical policy and standards, presentation materials, and performance measurement for technically advanced accounts.
DUTIES and RESPONSIBILITIES:
Client Service: As a key member of the service team, provide coverage for a FA/PWA/team including:
• Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings and tracking follow-ups
• Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning clients' accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity
• Remaining current on all policies, procedures and new platforms
Business Development Support:
• At the direction of FA/PWA/team, executing against all administrative elements of digital and in person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity
• At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients
• At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems
• At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens
• Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
• 5+ years of experience in a field relevant to the position required
• Four-year college degree or professional certification preferred
• Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
• Additional product licenses may be required
• Willingness to obtain the Certified Investment Management Analyst (CIMA) or Chartered Financial Analyst (CFA) designation
Knowledge/Skills
• Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
• Technically proficient and quick learner of new and updated platforms
• Detail oriented with superior organizational skills and ability to prioritize
• Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications
• 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: Operations and Management Sub-niche: Business operations and strategy All jobs at Morgan Stanley Jobs in Indiana Jobs in Indianapolis, IN Indiana state guide
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This is a Senior Level role in the Operations and Management field (Business operations and strategy) at Morgan Stanley. Senior roles usually expect substantial experience, ownership of results and often the ability to guide others.
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Indianapolis, IN is not one of the cities with its own page in our guides, so here is the state: Indiana.
Indiana is in the Midwest region (East North Central division) and has 6,851,073 residents (the 17th largest of the 50 states and DC by population), with a median age of 38.1. Its economy produced about $555,037 million in the latest four quarters (BEA), 19th among states and DC, equal to $81,015 per resident.
The unemployment rate was 3.4% in 2026M09, which is 14th lowest of 51 (1st is the lowest). Employers had job openings equal to 3.7% of employment, 33rd highest of 51, a measure of how hard it is to hire. The median wage across all occupations is $47,860 a year ($23.01 an hour), 6% below the national median ($47,860 against $50,980).
The occupations with the most jobs in Indiana are Laborers and Freight, Stock, and Material Movers, Hand (103,200 jobs, median $41,340); Fast Food and Counter Workers (97,290 jobs, median $28,790); Miscellaneous Assemblers and Fabricators (85,610 jobs, median $45,550); Retail Salespersons (83,670 jobs, median $31,530); Registered Nurses (68,980 jobs, median $83,500). Among occupations with at least 2,000 jobs, the best paid are Physicians, All Other (median $366,190); General Internal Medicine Physicians (median $314,390); Dentists, General (median $166,650). Compared with the nation, the state is most specialised in production (2.0 times the national share of workers) and transportation and material moving (1.3 times the national share of workers).
Prices are below the national average in Indiana: the regional price parity is 93.3 against 100 for the whole country (18th lowest of 51). Median gross rent is $1,062 a month and the median household income $71,957, so a year of rent equals 17.7% of income; the median home value is $218,200. The state minimum wage is $7.25 (the higher of state and federal rates applies to most workers). State income tax on wages: Flat 2.95%. It is a right-to-work state, meaning workers cannot be required to pay union dues as a condition of employment. It has no state paid family and medical leave programme in our source.
6.3% of residents were born abroad and 29.5% of adults hold a bachelor's degree or higher. Among workers, 76.3% drive alone, 0.6% use public transit and 10.7% work from home; 12.7% commute 45 minutes or more.
Places within 50 miles (straight line) of Indianapolis, IN 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 ⇅ |
|---|---|---|---|---|---|---|---|
| Indianapolis city, IN | 0 mi | $1,156 | $224,800 | $66,219 | 9.2% | n/a | — |
| Beech Grove, IN | 5 mi | $1,091 | $182,600 | $49,973 | 5.7% | n/a | — |
| Speedway, IN | 6 mi | $1,141 | $228,600 | $60,147 | 6.3% | n/a | — |
| Lawrence, IN | 10 mi | $1,178 | $230,100 | $74,022 | 8.9% | n/a | — |
| Greenwood, IN | 12 mi | $1,312 | $276,100 | $83,608 | 12.6% | n/a | — |
| Carmel, IN | 13 mi | $1,712 | $486,800 | $141,505 | 10.4% | n/a | Jobs |
| Avon, IN | 13 mi | $1,538 | $323,800 | $98,486 | 8.6% | n/a | — |
| Plainfield, IN | 13 mi | $1,499 | $280,600 | $87,272 | 10.2% | n/a | — |
| Brownsburg, IN | 13 mi | $1,486 | $309,400 | $102,235 | 11.0% | n/a | — |
| Fishers, IN | 16 mi | $1,611 | $391,000 | $130,203 | 14.9% | n/a | — |
| Bargersville, IN | 16 mi | $1,379 | $438,900 | $114,231 | 18.5% | n/a | — |
| Zionsville, IN | 18 mi | $1,792 | $587,800 | $172,024 | 9.4% | n/a | — |
| Westfield, IN | 18 mi | $1,667 | $425,700 | $122,789 | 12.4% | n/a | — |
| Whitestown, IN | 18 mi | $1,842 | $373,500 | $123,643 | 9.3% | n/a | — |
| Danville, IN | 19 mi | $1,151 | $298,200 | $97,083 | 16.9% | n/a | — |
| Noblesville, IN | 19 mi | $1,389 | $349,700 | $104,047 | 16.2% | n/a | — |
| Greenfield, IN | 20 mi | $1,177 | $216,400 | $76,127 | 17.9% | n/a | — |
| Franklin, IN | 20 mi | $1,186 | $231,500 | $82,380 | 18.6% | n/a | — |
| Lebanon, IN | 24 mi | $962 | $195,600 | $65,154 | 8.6% | n/a | — |
| Shelbyville, IN | 25 mi | $995 | $174,700 | $55,602 | 11.9% | n/a | — |
We could not match this title to one occupation, so here are the other sub-niches in Operations and Management, where your skills may carry over:
Project management (207) Program management (144) Supply chain and logistics (293) Executive and general management (1271)
How far Indianapolis, IN 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 ⇅ |
|---|---|---|
| Indianapolis, IN | 0 mi | 885,860 |
| Chicago, IL | 164 mi | 2,711,226 |
| Columbus, OH | 168 mi | 914,802 |
| Charlotte, NC | 429 mi | 903,844 |
| Philadelphia, PA | 584 mi | 1,579,706 |
| New York, NY | 646 mi | 8,483,844 |
| Oklahoma City, OK | 689 mi | 697,125 |
| Jacksonville, FL | 700 mi | 977,670 |
| Dallas, TX | 762 mi | 1,307,930 |
| Fort Worth, TX | 788 mi | 963,194 |
| Houston, TX | 866 mi | 2,328,253 |
| Austin, TX | 926 mi | 979,539 |
| Denver, CO | 993 mi | 718,877 |
| San Antonio, TX | 1,000 mi | 1,479,835 |
| Phoenix, AZ | 1,494 mi | 1,642,323 |
| San Diego, CA | 1,782 mi | 1,389,526 |
| Los Angeles, CA | 1,816 mi | 3,857,263 |
| Seattle, WA | 1,869 mi | 754,195 |
| San Jose, CA | 1,923 mi | 990,138 |
| San Francisco, CA | 1,979 mi | 830,235 |
| City ⇅ | Straight-line distance ⇅ | Open jobs ⇅ |
|---|---|---|
| Louisville, KY | 109 mi | 95 |
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 →
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A senior level role in operations and management (business operations and strategy) listed 38 days ago. The full description is on this page and on The Muse.
Indianapolis, IN.
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The listing does not publish pay, and we could not match the title to one official occupation.
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It was posted on 2026-10-02 (38 days ago). Jobs older than 90 days are not shown.
Yes: browse business operations and strategy jobs in Indiana.
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