Private Wealth Management Financial Planning Analyst
Morgan Stanley · New York, NY · Senior Level · Banking and wealth advisory · posted 2 days ago
Morgan Stanley · Las Vegas, NV · posted 15 days ago
By AtiveSite · Published 07/11/2026 · Updated 09/11/2026 · Every figure is linked to its source below.
| Employer | Morgan Stanley |
|---|---|
| Location | Las Vegas, Nevada |
| Field | Finance and Insurance › Banking and wealth advisory |
| Level | Senior Level |
| Source category | Business Operations |
| Posted | 2026-10-25 (15 days ago) |
| Work arrangement | On-site at the location listed |
| Pay | Not published in the source listing |
POSITION SUMMARY:
The primary focus of the role is to drive revenue, increase profit before taxes, and manage risk within their branch. Job functions also include maintaining a superior and consistent level of client service, developing cohesive teams, providing consistent leadership, and assuming accountability for the Branch's results. In addition, a large emphasis will be placed on the recruitment and retention of Financial Advisors. Non-producing Branch Managers must be responsible for fiscal management, personnel management and morale, business ethics and practices, and compliance with all Federal, State, and Local laws and regulations. The Non-Producing Branch Manager will report into the Market Executive.
DUTIES and RESPONSIBILITIES:
Product/Business Knowledge:
• Has a thorough understanding of the Firm's products and those of its strategic partners; uses this knowledge to provide resources and direction in order to drive sales.
• Knows where the resources are; able to direct the sales force to the right resources in an efficient manner as to make the sales process more efficient.
• Effectively applies product/business knowledge to recruiting efforts; able to "translate" competitor offerings into Morgan Stanley Wealth Management products, and understand and explain how a recruit will be able to continue to help meet their clients' needs.
Sales/Marketing:
• Seeks opportunities to grow business and drive sales by capitalizing on firm initiatives; focuses on building strong relationships with corporate departments and strategic partners to achieve the marketing efforts of the Branch.
• Drives corporate marketing initiatives to help increase market share in High Net Worth households.
Team Building:
• Builds effective teams by constantly communicating relevant information on a timely basis and conducting regular meetings.
• Participates in Region and Market initiatives, including sales, hiring, recruitment, diversity, and community outreach.
• Responsible for growing their branch through hiring, lateral recruiting and training.
Leadership:
• Leads by example by ensuring that the Branch Manager's office is consistently achieving the
objectives of the US Wealth Management Group, maintains a positive morale, has a strong track record of growth, has ethical business practices, and demonstrates a commitment to diversity and respect for others.
• Leads proactively by identifying trends, potential areas of growth and weakness and addressing these areas in order to positively position the Region within the geographic market.
• Leads Branch efforts of Sales and results .
• Identifies key talent in the Branch, positions and develops that talent, and encourages those individuals to participate in the leadership of the Branch and Region.
• Leverages the resources of the Firm to achieve the highest level of success.
• Acts as a coach and mentor for Financial Advisors in order to drive results.
Accountability:
• Accountable for the Branch's sales performance and financial performance.
• Responsible for regulatory, legal and compliance issues including: Risk management for the Branch in regards to monitoring sales, human resources, and legal and regulatory practices.
• Responsible for establishing a core compliance model in offices under supervision.
• Responsible for following supervisory procedures as outlined in the Branch Manager's Supervisory Manual
• Responsible for executing the Annual Supervisory Plan.
• Responsible for effectively communicating the status of performance and issues to the Market Executive
Education and/ or Experience
• 5 or more years of related experience and/or training including demonstrated success managing a substantial branch office or equivalent.
Licenses and Registrations
• Active Series 7, 8 (or 9 and 10), 66 (or 63 and 65) and 3 registrations (Series 31 acceptable if branch conducts managed futures business only )
• Other licenses as required for role or by management
Skills
• Effective written and verbal communication skills
• Ability to think critically
• Ability to manage a team
• Strong attention to detail
• Ability to interact with senior management team, Financial Advisors, support staff, clients and corporate and field personnel as needed
• Ability to own projects at a Branch level
• Ability to organize and prioritize work, meet deadlines, and complete projects
Reports to :
• Direct: Market Executive
Direct Reports:
• Financial Advisors, Branch Support Staff, and in some circumstances Resident Manager and/or Producing Branch Managers.
• This list is meant to be directional and should not be considered complete, as it may be supplemented on an as needed basis.
*All candidates should verify that they meet the minimum eligibility requirements prior to applying.
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: Finance and Insurance Sub-niche: Banking and wealth advisory All jobs at Morgan Stanley Jobs in Nevada Jobs in Las Vegas, NV Las Vegas city guide Nevada state guide Clark County economy
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This is a Senior Level role in the Finance and Insurance field (Banking and wealth advisory) at Morgan Stanley. Senior roles usually expect substantial experience, ownership of results and often the ability to guide others.
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 Las Vegas, NV. Below is what the official statistics say about living and working there.
How Las Vegas compares. Among the 60 largest places in Nevada, Las Vegas is #1 by population, #46 for homeownership (#1 = highest), #14 for remote work (#1 = most), #19 for college degrees (#1 = most). Its county, Clark County, is #11 of 17 counties for average pay ($64,985).
Las Vegas has 660,400 residents (ACS 2020–2024), about 20.7% of the population of Nevada. It covers 142 square miles of land, which works out to roughly 4,655 people per square mile. The median age is 38.6, about the same as the state median (38.6 against 39.1).
The median gross rent is $1,563 a month (rent plus utilities), about the same as the state median ($1,563 against $1,597). Over a year that is 25.4% 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 $427,900, which is 5.8 times the median household income ($73,877); a ratio above 5 usually means buying is out of reach without savings or a second income. 56.6% of households own their home, 6% below the state average (56.6% against 60.0%).
The Las Vegas-Henderson-North Las Vegas, NV metropolitan area has 1,136,960 jobs in the BLS wage survey, and the median pay across all occupations is $46,670 a year, 8% below the national median ($46,670 against $50,980). The biggest occupation groups are food preparation and serving related (167,090 jobs, median $34,580); office and administrative support (137,910 jobs, median $45,570); transportation and material moving (105,450 jobs, median $39,550). The area is most specialised in personal care and service (2.2 times) and building and grounds cleaning and maintenance (1.8 times), where the share of workers is well above the national share. The best-paying groups with at least 5,000 jobs are management ($101,840) and legal ($100,950). In 2026M09 the unemployment rate of Clark County was 4.8%. 62.3% of residents aged 16 and over are in the labour force. The city lies in Clark County; its jobs, pay by industry and GDP are on the county page.
Among workers, 70.9% drive alone, 2.5% use public transit, 1.3% walk, 12.1% work from home. 10.1% of workers commute 45 minutes or more, 7% below the state average (10.1% against 10.9%).
27.6% of adults aged 25 and over hold a bachelor's degree or higher, about the same as the state share (27.6% against 27.9%). 20.9% of residents were born outside the United States, 9% above the state share (20.9% against 19.1%). The poverty rate is 13.9%, 12% above the state rate (13.9% against 12.4%).
The warmest month is Jul, averaging 92°F (33.5°C), and the coolest is Dec at 45°F (7.1°C). About 147 mm (6 inches) of precipitation falls in a year; Feb is the wettest month (23 mm) and Jun the driest (1 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: Summerlin South (8 miles, rent 61% higher); Spring Valley (10 miles, rent 12% higher); Winchester (10 miles, rent 22% lower); North Las Vegas (10 miles, rent 9% higher). Rent differences are against Las Vegas; use the Compare tab to put any two cities side by side.
Full guide to Las Vegas →Nevada guideAll jobs in Las Vegas
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 Las Vegas, NV 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 ⇅ |
|---|---|---|---|---|---|---|---|
| Las Vegas, NV | 0 mi | $1,563 | $427,900 | $73,877 | 10.1% | n/a | Jobs |
| Summerlin South, NV | 8 mi | $2,509 | $672,400 | $117,035 | 6.2% | n/a | — |
| Spring Valley, NV | 10 mi | $1,743 | $433,800 | $74,511 | 7.2% | n/a | — |
| Winchester, NV | 10 mi | $1,220 | $302,800 | $50,120 | 11.9% | n/a | — |
| North Las Vegas, NV | 10 mi | $1,705 | $404,400 | $79,542 | 12.2% | n/a | — |
| Nellis AFB, NV | 12 mi | $2,143 | n/a | $68,652 | 8.7% | n/a | — |
| Paradise, NV | 12 mi | $1,372 | $384,200 | $59,190 | 8.2% | n/a | — |
| Sunrise Manor, NV | 13 mi | $1,397 | $320,000 | $58,421 | 12.9% | n/a | — |
| Whitney, NV | 16 mi | $1,574 | $329,000 | $67,155 | 9.7% | n/a | — |
| Enterprise, NV | 16 mi | $1,934 | $475,500 | $98,462 | 7.7% | n/a | — |
| Henderson, NV | 20 mi | $1,824 | $484,900 | $90,138 | 8.7% | n/a | — |
| Boulder City, NV | 33 mi | $1,427 | $435,600 | $74,757 | 11.9% | n/a | Jobs |
| Indian Springs, NV | 35 mi | $2,589 | $348,800 | $87,083 | 58.1% | n/a | — |
| Pahrump, NV | 41 mi | $1,304 | $310,300 | $62,109 | 28.1% | 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:
Insurance and claims (428) Accounting, audit and tax (413) Treasury, payments and risk (653)
How far Las Vegas, NV 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 ⇅ |
|---|---|---|
| Los Angeles, CA | 235 mi | 3,857,263 |
| Phoenix, AZ | 257 mi | 1,642,323 |
| San Diego, CA | 259 mi | 1,389,526 |
| San Jose, CA | 370 mi | 990,138 |
| San Francisco, CA | 441 mi | 830,235 |
| Denver, CO | 615 mi | 718,877 |
| Seattle, WA | 866 mi | 754,195 |
| Oklahoma City, OK | 994 mi | 697,125 |
| Fort Worth, TX | 1,046 mi | 963,194 |
| San Antonio, TX | 1,076 mi | 1,479,835 |
| Dallas, TX | 1,078 mi | 1,307,930 |
| Austin, TX | 1,089 mi | 979,539 |
| Houston, TX | 1,232 mi | 2,328,253 |
| Chicago, IL | 1,523 mi | 2,711,226 |
| Indianapolis, IN | 1,597 mi | 885,860 |
| Columbus, OH | 1,764 mi | 914,802 |
| Charlotte, NC | 1,923 mi | 903,844 |
| Jacksonville, FL | 1,973 mi | 977,670 |
| Philadelphia, PA | 2,178 mi | 1,579,706 |
| New York, NY | 2,236 mi | 8,483,844 |
| City ⇅ | Straight-line distance ⇅ | Open jobs ⇅ |
|---|---|---|
| Boulder City, NV | 33 mi | 4 |
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 finance and insurance (banking and wealth advisory) listed 15 days ago. The full description is on this page and on The Muse.
Las Vegas, NV.
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 Las Vegas is $1,563 a month and median household income $73,877 (ACS 2020–2024).
It was posted on 2026-10-25 (15 days ago). Jobs older than 90 days are not shown.
Yes: browse banking and wealth advisory jobs in Nevada.
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