Private Wealth Management Financial Planning Analyst
Morgan Stanley · New York, NY · Senior Level · Banking and wealth advisory · posted yesterday
Morgan Stanley · Charlotte, NC · posted 82 days ago
By AtiveSite · Published 07/11/2026 · Updated 08/11/2026 · Every figure is linked to its source below.
| Employer | Morgan Stanley |
|---|---|
| Location | Charlotte, North Carolina |
| Field | Finance and Insurance › Banking and wealth advisory |
| Level | Senior Level |
| Source category | Management |
| Posted | 2026-08-18 (82 days ago) |
| Work arrangement | On-site at the location listed |
| Pay | Not published in the source listing |
POSITION SUMMARY
Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, 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 their focus will be on delivering an exceptional client experience. In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools and financial planning.
DUTIES and RESPONSIBILITIES:
Client Service:
As a senior member of the service team, provide coverage for an FA/PWA/team including:
• Cultivating relationships with business partners and colleagues internally and externally
• Supporting the FA/PWA/team in enhancing new and existing client relationships by providing an exceptional client experience
• Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups
• Ensuring all client service functions are performed in a timely manner, assigning work to team members on a daily basis if/as needed
• 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 and sharing reminders and best practices with other service team members
Business Development Support:
• Assisting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management
• 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 Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V Version: 7/10/2024 Morgan Stanley Wealth Management Associate Job Description
• 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 work 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
Knowledge/Skills
• Strong leadership 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
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 North Carolina Jobs in Charlotte, NC Charlotte city guide North Carolina state guide Mecklenburg 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 Charlotte, NC. Below is what the official statistics say about living and working there.
How Charlotte compares. Among the 100 largest places in North Carolina, Charlotte is #1 by population, #9 for remote work (#1 = most), #77 for rent (#1 = cheapest), #72 for homeownership (#1 = highest). Its county, Mecklenburg County, is #2 of 100 counties for average pay ($88,111).
Charlotte has 903,844 residents (ACS 2020–2024), about 8.4% of the population of North Carolina. It covers 312 square miles of land, which works out to roughly 2,901 people per square mile. The median age is 34.5, 12% younger than the state median (34.5 against 39.1).
The median gross rent is $1,612 a month (rent plus utilities), 31% above the state median ($1,612 against $1,228). Over a year that is 23.6% 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 $385,700, which is 4.7 times the median household income ($82,068). 51.0% of households own their home, 23% below the state average (51.0% against 66.6%). A low ownership share points to a rental-heavy market with more apartments and shorter stays.
The Charlotte-Concord-Gastonia, NC-SC metropolitan area has 1,358,370 jobs in the BLS wage survey, and the median pay across all occupations is $49,990 a year, about the same as the national median ($49,990 against $50,980). The biggest occupation groups are office and administrative support (146,340 jobs, median $47,210); transportation and material moving (142,580 jobs, median $40,550); sales and related (139,760 jobs, median $40,880). The area is most specialised in computer and mathematical (1.4 times) and business and financial operations (1.3 times), where the share of workers is above the national share. The best-paying groups with at least 5,000 jobs are management ($133,220) and computer and mathematical ($120,930). In 2026M09 the unemployment rate of Mecklenburg County was 3.3%. 72.4% of residents aged 16 and over are in the labour force. The city lies in Mecklenburg County; its jobs, pay by industry and GDP are on the county page.
Among workers, 57.4% drive alone, 1.9% use public transit, 1.7% walk, 28.8% work from home. 10.6% of workers commute 45 minutes or more, 24% below the state average (10.6% against 13.9%). Remote work is more common than in the state as a whole, which widens the set of employers a resident can work for without moving.
48.0% of adults aged 25 and over hold a bachelor's degree or higher, 35% above the state share (48.0% against 35.6%). 18.7% of residents were born outside the United States, 106% above the state share (18.7% against 9.1%). The poverty rate is 11.7%, 10% below the state rate (11.7% against 13.0%).
The warmest month is Jul, averaging 81°F (27.1°C), and the coolest is Jan at 40°F (4.4°C). About 1,146 mm (45 inches) of precipitation falls in a year; Jul is the wettest month (112 mm) and Jan the driest (80 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: Pineville (9 miles, rent 4% lower); Matthews (9 miles, rent 9% higher); Mint Hill (10 miles, rent 5% lower); Stallings (12 miles, rent 17% higher). Rent differences are against Charlotte; use the Compare tab to put any two cities side by side.
Full guide to Charlotte →North Carolina guideAll jobs in Charlotte
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 Charlotte, NC 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 ⇅ |
|---|---|---|---|---|---|---|---|
| Charlotte, NC | 0 mi | $1,612 | $385,700 | $82,068 | 10.6% | n/a | Jobs |
| Pineville, NC | 9 mi | $1,552 | $395,100 | $69,354 | 9.1% | n/a | — |
| Matthews, NC | 9 mi | $1,764 | $445,100 | $108,611 | 10.7% | n/a | — |
| Mint Hill, NC | 10 mi | $1,528 | $428,900 | $100,860 | 16.9% | n/a | — |
| Stallings, NC | 12 mi | $1,882 | $428,000 | $115,974 | 16.1% | n/a | — |
| Belmont, NC | 12 mi | $1,365 | $395,000 | $94,883 | 12.8% | n/a | — |
| Mount Holly, NC | 12 mi | $1,256 | $337,800 | $79,385 | 13.2% | n/a | — |
| Harrisburg, NC | 12 mi | $2,640 | $478,000 | $148,254 | 15.9% | n/a | — |
| Huntersville, NC | 14 mi | $1,834 | $472,900 | $120,516 | 13.7% | n/a | — |
| Weddington, NC | 14 mi | $1,927 | $824,100 | $190,766 | 14.5% | n/a | — |
| Indian Trail, NC | 14 mi | $2,077 | $385,000 | $108,483 | 17.7% | n/a | — |
| Fort Mill, SC | 15 mi | $1,503 | $487,500 | $121,823 | 15.9% | n/a | — |
| Tega Cay, SC | 16 mi | $1,408 | $529,200 | $142,000 | 25.6% | n/a | — |
| Lake Wylie, SC | 16 mi | $1,710 | $485,600 | $112,097 | 28.3% | n/a | — |
| Concord, NC | 17 mi | $1,451 | $353,700 | $86,921 | 17.3% | n/a | — |
| Cornelius, NC | 18 mi | $1,722 | $559,400 | $113,767 | 14.1% | n/a | — |
| Davidson, NC | 19 mi | $1,652 | $687,700 | $166,556 | 13.2% | n/a | — |
| Waxhaw, NC | 19 mi | $1,840 | $549,400 | $131,894 | 25.6% | n/a | — |
| Gastonia, NC | 20 mi | $1,204 | $277,600 | $64,059 | 19.3% | n/a | — |
| Monroe, NC | 21 mi | $1,246 | $309,100 | $72,540 | 23.4% | 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 Charlotte, NC 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 ⇅ |
|---|---|---|
| Charlotte, NC | 0 mi | 903,844 |
| Jacksonville, FL | 340 mi | 977,670 |
| Columbus, OH | 350 mi | 914,802 |
| Indianapolis, IN | 429 mi | 885,860 |
| Philadelphia, PA | 455 mi | 1,579,706 |
| New York, NY | 532 mi | 8,483,844 |
| Chicago, IL | 589 mi | 2,711,226 |
| Houston, TX | 926 mi | 2,328,253 |
| Dallas, TX | 927 mi | 1,307,930 |
| Oklahoma City, OK | 939 mi | 697,125 |
| Fort Worth, TX | 960 mi | 963,194 |
| Austin, TX | 1,039 mi | 979,539 |
| San Antonio, TX | 1,105 mi | 1,479,835 |
| Denver, CO | 1,351 mi | 718,877 |
| Phoenix, AZ | 1,779 mi | 1,642,323 |
| San Diego, CA | 2,074 mi | 1,389,526 |
| Los Angeles, CA | 2,126 mi | 3,857,263 |
| San Jose, CA | 2,270 mi | 990,138 |
| Seattle, WA | 2,283 mi | 754,195 |
| San Francisco, CA | 2,332 mi | 830,235 |
| City ⇅ | Straight-line distance ⇅ | Open jobs ⇅ |
|---|---|---|
| Columbia, SC | 81 mi | 5 |
| Chapel Hill, NC | 112 mi | 6 |
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 82 days ago. The full description is on this page and on The Muse.
Charlotte, NC.
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 Charlotte is $1,612 a month and median household income $82,068 (ACS 2020–2024).
It was posted on 2026-08-18 (82 days ago). Jobs older than 90 days are not shown.
Yes: browse banking and wealth advisory jobs in North Carolina.
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