Private Wealth Management Financial Planning Analyst
Morgan Stanley · New York, NY · Senior Level · Banking and wealth advisory · posted yesterday
Morgan Stanley · Indianapolis, IN · posted 50 days ago
By AtiveSite · Published 07/11/2026 · Updated 08/11/2026 · Every figure is linked to its source below.
| Employer | Morgan Stanley |
|---|---|
| Location | Indianapolis, Indiana |
| Field | Sales and Customers › Account management |
| Level | Mid Level |
| Source category | Business Operations |
| Posted | 2026-09-19 (50 days ago) |
| Work arrangement | On-site at the location listed |
| Pay | Not published in the source listing |
Job Description
POSITION SUMMARY
Registered Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. 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 will be able to assist clients with their everyday needs.
DUTIES and RESPONSIBILITIES:
CLIENT SUPPORT
Provide service coverage for a FA/PWA/team including:
• Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
• Executing money movement transactions at the request of the client and/or FA/PWA/team
• Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)
• Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA/team
• Educating or enrolling clients in digital tools (e.g. MS Online, eSign, eAuthorization)
• Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team
• Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance)
• Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team
• Assists Financial Advisor(s) / team in delivering against their business plan and client service model
• Supporting the Financial Advisor/ team marketing strategy (e.g., website maintenance)
• Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems
• Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs/PWAs/teams
• Remaining current on all policies, procedures, and new platforms
• Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
ADMINISTRATIVE SUPPORT:
• Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with Financial Advisor / teams as needed)
• Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
• Maintaining travel itineraries, preparing expense reports, and managing the reimbursement process
• Assisting with general in-office support functions such as copying, filing, and scanning documentation
• Preparing and submitting expense reports for processing at the direction of the FA/PWA
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
• High School Diploma/Equivalency
• College degree preferred
• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
• Two or more years of industry experience preferred
Knowledge/Skills
• Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
• Detail orientated with superior organizational skills and ability to prioritize
• Advanced Microsoft Office skills (Word, Excel, Outlook, and PowerPoint)
• 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 multitask
• 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: Sales and Customers Sub-niche: Account management All jobs at Morgan Stanley Jobs in Indiana Jobs in Indianapolis, IN Indiana state guide
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This is a Mid Level role in the Sales and Customers field (Account management) 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.
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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 Sales and Customers, where your skills may carry over:
Customer success and service (302) Sales and business development (1467)
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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All Account management jobs → · All Sales and Customers sub-niches →
A mid level role in sales and customers (account management) listed 50 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 2026-09-19 (50 days ago). Jobs older than 90 days are not shown.
Yes: browse account management jobs in Indiana.
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