Private Wealth Management Financial Planning Analyst
Morgan Stanley · New York, NY · Senior Level · Banking and wealth advisory · posted 2 days ago
Morgan Stanley · Charlottesville, VA · posted 10 days ago
By AtiveSite · Published 07/11/2026 · Updated 09/11/2026 · Every figure is linked to its source below.
| Employer | Morgan Stanley |
|---|---|
| Location | Charlottesville, Virginia |
| Field | Finance and Insurance › Banking and wealth advisory |
| Level | Senior Level |
| Source category | Business Operations |
| Posted | 2026-10-30 (10 days ago) |
| Work arrangement | On-site at the location listed |
| Pay | Not published in the source listing |
POSITION SUMMARY:
The Producing Branch Managers primary focus is to drive revenue, and manage risk within their branch and to continue to build a book of business. Job functions also include maintaining a superior and consistent level of client service, developing cohesive teams, providing consistent leadership, and assuming accountability for their Branchs results. In addition, a large emphasis will be placed on the recruitment and retention of Financial Advisors. 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 Producing Branch manager reports directly to the Complex Manager or Non-Producing Branch Manager.
DUTIES and RESPONSIBILITIES:
Production-Related
Build a client base of high net worth households by prospecting and developing new client relationships, and maintain and manage long term client relationships
Help manage client investment needs consistent with Firm policies and industry requirements
Keep current with information regarding regulatory requirements, financial markets and current and new products.
Product/Business Knowledge
Has a thorough understanding of the Firms products and those of its strategic partners; uses this knowledge to provide resources and direction in order to help drive sales
Has a good understanding of the Firms resources; able to direct the sales force to the appropriate resources in an efficient manner
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 an effective team in the branch by constantly communicating relevant information on a timely basis and conducting regular meetings
Participates in Region and Complex 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 their branch is consistently achieving the objectives of the U.S. Wealth Management Group, maintains a positive morale, has a track record for 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 branch within the geographic market.
Leads their Branch's efforts of Sales, results, and client-centered approach experience.
Identifies key talent in the branch and positions and develops that talent.
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 help drive results.
Accountability
Responsible for the Branch's sales performance and financial performance
Responsible for regulatory, legal and compliance issues including: Risk Management for their Branch in regards to monitoring sales, human resources, and legal and regulatory practices
Responsible for following supervisory procedures as outlined in the Branch Managers Supervisory Manual.
Responsible for executing the Annual Supervisory Plan.
Responsible for effectively communicating the status of performance and issues to the Market Executive or Non-Producing Branch Manager
Education and/or Experience
• Bachelor's degree required or equivalent education or experience
• At least 5 or more years of experience as a Financial Advisor (with satisfactory production and compliance record) or comparable branch management or product area experience
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 reporting to: Market Executive or Non-Producing Branch Manager
Direct reports :
• Resident Managers. Financial Advisors and Branch Support Staff
• 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 Virginia Jobs in Charlottesville, VA Charlottesville city guide Virginia state guide Charlottesville City 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.
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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.
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The job is in Charlottesville, VA. Below is what the official statistics say about living and working there.
How Charlottesville compares. Among the 100 largest places in Virginia, Charlottesville is #23 by population, #4 for long commutes (#1 = fewest), #86 for homeownership (#1 = highest), #77 for household income (#1 = highest). Its county, Charlottesville City, is #13 of 133 counties for average pay ($71,984).
Charlottesville has 45,437 residents (ACS 2020–2024), about 0.5% of the population of Virginia. It covers 10 square miles of land, which works out to roughly 4,435 people per square mile. The median age is 33.1, 15% younger than the state median (33.1 against 39.0).
The median gross rent is $1,540 a month (rent plus utilities), about the same as the state median ($1,540 against $1,579). Over a year that is 24.7% 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 $486,700, which is 6.5 times the median household income ($74,824); a ratio above 5 usually means buying is out of reach without savings or a second income. 44.2% of households own their home, 34% below the state average (44.2% against 67.3%). A low ownership share points to a rental-heavy market with more apartments and shorter stays.
The Charlottesville, VA metropolitan area has 114,780 jobs in the BLS wage survey, and the median pay across all occupations is $55,180 a year, 8% above the national median ($55,180 against $50,980). The biggest occupation groups are educational instruction and library (12,190 jobs, median $73,840); office and administrative support (11,030 jobs, median $47,380); food preparation and serving related (10,840 jobs, median $36,010). The area is most specialised in educational instruction and library (1.8 times) and healthcare practitioners and technical (1.2 times), where the share of workers is well above the national share. The best-paying groups with at least 5,000 jobs are healthcare practitioners and technical ($99,530) and business and financial operations ($80,180). In 2026M09 the unemployment rate of Charlottesville City was 3.0%. 64.5% of residents aged 16 and over are in the labour force. The city lies in Charlottesville City; its jobs, pay by industry and GDP are on the county page.
Among workers, 53.1% drive alone, 5.6% use public transit, 11.3% walk, 21.4% work from home. 5.3% of workers commute 45 minutes or more, 70% below the state average (5.3% against 17.6%).
62.5% of adults aged 25 and over hold a bachelor's degree or higher, 48% above the state share (62.5% against 42.2%). 10.6% of residents were born outside the United States, 20% below the state share (10.6% against 13.1%). The poverty rate is 19.6%, 99% above the state rate (19.6% against 9.9%).
The warmest month is Jul, averaging 77°F (24.9°C), and the coolest is Jan at 32°F (0.0°C). About 1,095 mm (43 inches) of precipitation falls in a year; May is the wettest month (113 mm) and Jan the driest (65 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: Waynesboro (23 miles, rent 34% lower); Staunton (32 miles, rent 34% lower); Harrisonburg (35 miles, rent 23% lower); Culpeper (40 miles, rent 8% lower). Rent differences are against Charlottesville; use the Compare tab to put any two cities side by side.
Full guide to Charlottesville →Virginia guideAll jobs in Charlottesville
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A senior level role in finance and insurance (banking and wealth advisory) listed 10 days ago. The full description is on this page and on The Muse.
Charlottesville, VA.
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The listing does not publish pay, and we could not match the title to one official occupation.
Median rent in Charlottesville is $1,540 a month and median household income $74,824 (ACS 2020–2024).
It was posted on 2026-10-30 (10 days ago). Jobs older than 90 days are not shown.
Yes: browse banking and wealth advisory jobs in Virginia.
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