Jobs Private USA → Finance and Insurance → Banking and wealth advisory → Wealth Management Analyst

Wealth Management Analyst

Morgan Stanley · San Francisco, CA · posted 51 days ago

In short: Wealth Management Analyst at Morgan Stanley in San Francisco, CA, posted 51 days ago.

By AtiveSite · Published 07/11/2026 · Updated 09/11/2026 · Every figure is linked to its source below.

Morgan Stanleyemployer

San Francisco, CAlocation

Banking and wealth advisorysub-niche

51 days agoposted

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The job

LIVE Live feed (private-sector employer) Source: The Muse public API · Data: listed 2026-09-19

Employer	Morgan Stanley
Location	San Francisco, California
Field	Finance and Insurance › Banking and wealth advisory
Level	Mid Level
Source category	Management
Posted	2026-09-19 (51 days ago)
Work arrangement	On-site at the location listed
Pay	Not published in the source listing

Job description

POSITION SUMMARY:

Wealth Management 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 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, financial planning, reporting and analysis

DUTIES and RESPONSIBILITIES:

Client Support:

As a key member of the service team, provide coverage for an 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 client 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 & Operational 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
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

2+ 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

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.

E xpected base pay rates for the role will be between $75k and $125k per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

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.

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 .

Explore around this job

Field: Finance and Insurance Sub-niche: Banking and wealth advisory All jobs at Morgan Stanley Jobs in California Jobs in San Francisco, CA San Francisco city guide California state guide San Francisco County economy Pay for this occupation (BLS) All 46 open jobs for this occupation

View this job and apply on The Muse →

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About the role

This is a Mid Level role in the Finance and Insurance field (Banking and wealth advisory) at Morgan Stanley. Mid-level roles usually expect some years of relevant experience and the ability to work with limited supervision.

The closest occupation in the official wage statistics is Management analysts (a match by name, so treat it as an estimate). Nationally its median pay is $101,860 a year (BLS OEWS, May 2025), employment is projected to change by +10.1% between 2025 and 2035, and the typical entry route is: Bachelor's degree.

In the San Francisco-Oakland-Fremont, CA area the median for this occupation is $126,730 a year with 23,560 jobs (BLS OEWS, May 2025). This is a statistic for the occupation, not an offer from this employer.

Pay by state and metro area for this occupation →

Does the pay work here? (estimate)

Gross salary a year Filing State income tax rate %

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.

How to prepare and behave

This is editorial guidance, not information from the employer.

Read the whole description and match your examples to its requirements; use the same words the posting uses where they are true for you.
Research the employer before the interview: what it does, who its customers are and recent news; prepare two or three questions about the work.
Arrive early (or log in early for a video call), dress one step above the daily dress code, and test your camera and audio beforehand.
Answer with short stories: the situation, what you did and the result. Give numbers when you have them and never invent them.
Be honest about gaps; say what you did to learn and how fast you can close them.
Ask about the team, the first 90 days, how success is measured and the schedule; do not open with salary and time off.
When pay comes up, know the market range for the occupation and your lowest acceptable offer before you answer; ask for the full package in writing.
Send a short thank-you message within a day, mentioning one thing you discussed.

Know your rights as a candidate and an employee:

The city

The job is in San Francisco, CA. Below is what the official statistics say about living and working there.

How San Francisco compares. Among the 145 largest places in California, San Francisco is #4 by population, #139 for homeownership (#1 = highest), #20 for remote work (#1 = most), #25 for college degrees (#1 = most). Its county, San Francisco County, is #3 of 58 counties for average pay ($174,103).

The place in numbers

San Francisco has 830,235 residents (ACS 2020–2024), about 2.1% of the population of California. It covers 47 square miles of land, which works out to roughly 17,784 people per square mile. The median age is 40.0, 6% older than the state median (40.0 against 37.9).

Housing

The median gross rent is $2,476 a month (rent plus utilities), 22% above the state median ($2,476 against $2,036). Over a year that is 21.1% 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 $1,394,500, which is 9.9 times the median household income ($140,970); a ratio above 5 usually means buying is out of reach without savings or a second income. 38.2% of households own their home, 32% below the state average (38.2% against 55.9%). A low ownership share points to a rental-heavy market with more apartments and shorter stays.

Work and pay

The San Francisco-Oakland-Fremont, CA metropolitan area has 2,373,920 jobs in the BLS wage survey, and the median pay across all occupations is $74,260 a year, 46% above the national median ($74,260 against $50,980). The biggest occupation groups are office and administrative support (226,320 jobs, median $62,120); management (223,100 jobs, median $176,340); business and financial operations (207,030 jobs, median $112,960). The area is most specialised in computer and mathematical (1.9 times) and life, physical, and social science (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 ($176,340) and computer and mathematical ($167,770). In 2026M09 the unemployment rate of San Francisco County was 4.0%. 69.6% of residents aged 16 and over are in the labour force. The city lies in San Francisco County; its jobs, pay by industry and GDP are on the county page.

Getting around

Among workers, 28.6% drive alone, 18.7% use public transit, 9.3% walk, 31.0% work from home. 21.6% of workers commute 45 minutes or more, 11% above the state average (21.6% against 19.4%). 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.

People and education

60.3% of adults aged 25 and over hold a bachelor's degree or higher, 63% above the state share (60.3% against 37.1%). 34.0% of residents were born outside the United States, 26% above the state share (34.0% against 27.0%). The poverty rate is 11.2%, 7% below the state rate (11.2% against 12.0%).

Climate

The warmest month is Sep, averaging 59°F (14.9°C), and the coolest is Apr at 53°F (11.6°C). About 515 mm (20 inches) of precipitation falls in a year; Dec is the wettest month (112 mm) and Jul the driest (2 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.

Nearby cities to compare

Closest cities in this guide: Daly City (31 miles, rent 3% higher); Pacifica (31 miles, rent 25% higher); San Bruno (34 miles, rent 12% higher); Millbrae (36 miles, rent 32% higher). Rent differences are against San Francisco; use the Compare tab to put any two cities side by side.

Full guide to San Francisco →California guide All jobs in San Francisco

Official links for San Francisco

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.

Where to live

CITY Official statistics Source: U.S. Census Bureau, American Community Survey 2020–2024 5-year (via Census Reporter) · Data: ACS 2020–2024

Places within 50 miles (straight line) of San Francisco, CA that have a guide, with what living there costs. The last-but-one column divides a year of rent by the median pay of the closest occupation ($126,730 a year), an estimate, not this employer's pay.

Sort:

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 ⇅
San Francisco, CA	0 mi	$2,476	$1,394,500	$140,970	21.6%	23.4%	Jobs
Daly City, CA	31 mi	$2,551	$1,115,000	$123,547	19.6%	24.2%	—
Pacifica, CA	31 mi	$3,098	$1,249,800	$160,523	15.5%	29.3%	—
San Bruno, CA	34 mi	$2,773	$1,207,500	$141,272	12.2%	26.3%	—
Millbrae, CA	36 mi	$3,272	$1,934,900	$163,476	21.8%	31.0%	—
Brisbane, CA	36 mi	$2,574	$1,232,200	$156,169	29.8%	24.4%	—
South San Francisco, CA	36 mi	$2,802	$1,188,800	$136,578	15.2%	26.5%	—
Half Moon Bay, CA	37 mi	$2,433	$1,549,500	$157,884	26.7%	23.0%	—
Burlingame, CA	38 mi	$2,785	$2,000,001	$174,000	23.1%	26.4%	—
Richmond, CA	40 mi	$1,960	$668,200	$95,391	28.8%	18.6%	—
San Mateo, CA	41 mi	$3,077	$1,618,700	$153,504	15.8%	29.1%	—
Berkeley, CA	41 mi	$2,133	$1,413,900	$108,092	20.8%	20.2%	Jobs
Alameda, CA	42 mi	$2,474	$1,235,700	$137,697	27.3%	23.4%	Jobs
Belmont, CA	43 mi	$2,875	$2,000,001	$205,297	18.6%	27.2%	Jobs
Oakland, CA	44 mi	$1,979	$929,900	$101,600	21.9%	18.7%	Jobs
Foster City, CA	44 mi	$3,501	$1,838,200	$199,143	20.6%	33.2%	Jobs
San Carlos, CA	45 mi	$2,854	$2,000,001	$237,470	14.9%	27.0%	—
Redwood City, CA	47 mi	$2,968	$1,801,700	$157,814	10.2%	28.1%	Jobs
San Leandro, CA	48 mi	$2,186	$844,200	$101,420	23.7%	20.7%	—
Atherton, CA	49 mi	$3,501	$2,000,001	$250,001	7.0%	33.2%	—

Career paths

Occupations close to Management analysts in the official classification, with pay, outlook and whether there are open jobs for them on this site right now.

Sort:

Occupation ⇅	National median pay ⇅	Growth 2025–35 ⇅	Openings a year (US) ⇅	Open jobs here ⇅
Business operations specialists, all other	$83,050	+3.9%	98,700	2 open
Market research analysts and marketing specialists	$78,760	+7.0%	82,000	none right now
Training and development specialists	$69,280	+10.8%	46,000	none right now

Distances

CITY Calculation (straight line) Source: U.S. Census Bureau Gazetteer (coordinates) · Data: 2024

How far San Francisco, CA is from the 20 largest US cities, in straight-line miles (not driving distance). Click a column to sort.

Sort:

From ⇅	Straight-line distance (miles) ⇅	Population of that city ⇅
San Francisco, CA	0 mi	830,235
San Jose, CA	73 mi	990,138
Los Angeles, CA	364 mi	3,857,263
San Diego, CA	475 mi	1,389,526
Phoenix, AZ	678 mi	1,642,323
Seattle, WA	684 mi	754,195
Denver, CO	986 mi	718,877
Oklahoma City, OK	1,420 mi	697,125
Fort Worth, TX	1,484 mi	963,194
Dallas, TX	1,515 mi	1,307,930
San Antonio, TX	1,516 mi	1,479,835
Austin, TX	1,530 mi	979,539
Houston, TX	1,673 mi	2,328,253
Chicago, IL	1,885 mi	2,711,226
Indianapolis, IN	1,979 mi	885,860
Columbus, OH	2,142 mi	914,802
Charlotte, NC	2,332 mi	903,844
Jacksonville, FL	2,403 mi	977,670
Philadelphia, PA	2,550 mi	1,579,706
New York, NY	2,602 mi	8,483,844

Nearby cities with open jobs (within 120 miles)

Sort:

City ⇅	Straight-line distance ⇅	Open jobs ⇅
Alameda, CA	42 mi	15
Belmont, CA	43 mi	2
Redwood City, CA	47 mi	27
Palo Alto, CA	54 mi	24
Sunnyvale, CA	60 mi	12
Fremont, CA	62 mi	2
Pleasanton, CA	63 mi	1
Milpitas, CA	66 mi	2
Campbell, CA	67 mi	7
San Jose, CA	73 mi	661
Capitola, CA	79 mi	1
Sacramento, CA	103 mi	38

The employer

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 →

Official links for Morgan Stanley

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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FAQ

What is the Wealth Management Analyst job at Morgan Stanley?

A mid level role in finance and insurance (banking and wealth advisory) listed 51 days ago. The full description is on this page and on The Muse.

Where is this job?

San Francisco, CA.

How do I apply?

Use the "View this job and apply on The Muse" button. AtiveSite does not receive applications.

How much does it pay?

The listing does not publish pay. For the closest occupation (Management analysts) the national median is $101,860 a year (BLS OEWS, May 2025).

What is the cost of living there?

Median rent in San Francisco is $2,476 a month and median household income $140,970 (ACS 2020–2024).

How old is this listing?

It was posted on 2026-09-19 (51 days ago). Jobs older than 90 days are not shown.

Are there similar jobs?

Yes: browse banking and wealth advisory jobs in California.

Sources and terms

Job data: The Muse public API (listing dated 2026-09-19). The job disappears from this site when it disappears from the source.
Wages and projections: BLS OEWS (May 2025) and Employment Projections 2025–35.
City and county figures: Census Bureau ACS 2020–2024, BEA, BLS QCEW and LAUS, NASA POWER climatology; distances from Census Gazetteer coordinates.

AtiveSite is not affiliated with or endorsed by The Muse, the employer or any government agency, and does not process applications. Verify every detail with the employer before acting.

Sources

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