Private Wealth Management Financial Planning Analyst
Morgan Stanley · New York, NY · Senior Level · Banking and wealth advisory · posted 2 days ago
Morgan Stanley · Atlanta, GA · posted 24 days ago
By AtiveSite · Published 07/11/2026 · Updated 09/11/2026 · Every figure is linked to its source below.
| Employer | Morgan Stanley |
|---|---|
| Location | Atlanta, Georgia |
| Field | Finance and Insurance › Banking and wealth advisory |
| Level | Mid Level |
| Source category | not stated |
| Posted | 2026-10-16 (24 days ago) |
| Work arrangement | On-site at the location listed |
| Pay | Not published in the source listing |
Wealth Management Analyst
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 Service: 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 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:
*CFP required or sitting for the 2026 or Spring 2027 exam
• 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
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: Finance and Insurance Sub-niche: Banking and wealth advisory All jobs at Morgan Stanley Jobs in Georgia Jobs in Atlanta, GA Atlanta city guide Georgia state guide Fulton County economy Pay for this occupation (BLS) All 46 open jobs for this occupation
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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 Atlanta-Sandy Springs-Roswell, GA area the median for this occupation is $101,220 a year with 26,870 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 →
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.
Know your rights as a candidate and an employee:
The job is in Atlanta, GA. Below is what the official statistics say about living and working there.
How Atlanta compares. Among the 100 largest places in Georgia, Atlanta is #1 by population, #10 for remote work (#1 = most), #15 for college degrees (#1 = most), #73 for homeownership (#1 = highest). Its county, Fulton County, is #1 of 159 counties for average pay ($100,817).
Atlanta has 505,268 residents (ACS 2020–2024), about 4.6% of the population of Georgia. It covers 135 square miles of land, which works out to roughly 3,734 people per square mile. The median age is 34.2, 9% younger than the state median (34.2 against 37.6).
The median gross rent is $1,711 a month (rent plus utilities), 23% above the state median ($1,711 against $1,393). Over a year that is 24.0% 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 $439,600, which is 5.1 times the median household income ($85,652); a ratio above 5 usually means buying is out of reach without savings or a second income. 46.4% of households own their home, 29% below the state average (46.4% against 65.7%). A low ownership share points to a rental-heavy market with more apartments and shorter stays.
The Atlanta-Sandy Springs-Roswell, GA metropolitan area has 2,889,670 jobs in the BLS wage survey, and the median pay across all occupations is $51,170 a year, about the same as the national median ($51,170 against $50,980). The biggest occupation groups are office and administrative support (328,500 jobs, median $47,040); transportation and material moving (313,910 jobs, median $44,120); sales and related (277,630 jobs, median $37,550). The area is most specialised in business and financial operations (1.3 times) and legal (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 ($130,550) and computer and mathematical ($110,010). In 2026M09 the unemployment rate of Fulton County was 3.6%. 68.7% of residents aged 16 and over are in the labour force. The city lies in Fulton County; its jobs, pay by industry and GDP are on the county page.
Among workers, 52.9% drive alone, 5.7% use public transit, 3.9% walk, 29.7% work from home. 14.2% of workers commute 45 minutes or more, 28% below the state average (14.2% against 19.8%). 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.
59.2% of adults aged 25 and over hold a bachelor's degree or higher, 69% above the state share (59.2% against 35.0%). 9.0% of residents were born outside the United States, 19% below the state share (9.0% against 11.2%). The poverty rate is 16.9%, 27% above the state rate (16.9% against 13.4%).
The warmest month is Jul, averaging 80°F (26.5°C), and the coolest is Jan at 40°F (4.7°C). About 1,292 mm (51 inches) of precipitation falls in a year; Dec is the wettest month (133 mm) and Oct the driest (88 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: North Druid Hills (7 miles, rent 10% higher); East Point (7 miles, rent 20% lower); Vinings (7 miles, rent 7% higher); Decatur (7 miles, rent 3% lower). Rent differences are against Atlanta; use the Compare tab to put any two cities side by side.
Full guide to Atlanta →Georgia guideAll jobs in Atlanta
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 Atlanta, GA 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 ($101,220 a year), an estimate, not this employer's pay.
| 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 ⇅ |
|---|---|---|---|---|---|---|---|
| Atlanta, GA | 0 mi | $1,711 | $439,600 | $85,652 | 14.2% | 20.3% | Jobs |
| North Druid Hills, GA | 7 mi | $1,874 | $515,900 | $102,742 | 8.0% | 22.2% | — |
| East Point, GA | 7 mi | $1,364 | $281,600 | $68,598 | 17.8% | 16.2% | — |
| Vinings, GA | 7 mi | $1,839 | $604,600 | $94,982 | 9.3% | 21.8% | — |
| Decatur, GA | 7 mi | $1,655 | $701,400 | $139,397 | 15.5% | 19.6% | — |
| North Decatur, GA | 8 mi | $1,913 | $474,600 | $110,871 | 16.4% | 22.7% | — |
| Brookhaven, GA | 8 mi | $1,882 | $692,700 | $117,663 | 10.3% | 22.3% | — |
| College Park, GA | 9 mi | $1,207 | $325,800 | $51,635 | 7.2% | 14.3% | Jobs |
| Smyrna, GA | 9 mi | $1,739 | $449,500 | $100,061 | 18.6% | 20.6% | — |
| Candler-McAfee, GA | 9 mi | $1,498 | $259,300 | $64,699 | 21.8% | 17.8% | — |
| Belvedere Park, GA | 9 mi | $1,534 | $296,600 | $65,462 | 20.7% | 18.2% | — |
| Mableton, GA | 10 mi | $1,472 | $313,100 | $77,980 | 22.7% | 17.5% | — |
| Forest Park, GA | 11 mi | $1,189 | $143,400 | $41,211 | 20.6% | 14.1% | — |
| Chamblee, GA | 11 mi | $1,859 | $432,800 | $84,452 | 11.9% | 22.0% | — |
| Clarkston, GA | 11 mi | $1,422 | $302,600 | $48,564 | 26.2% | 16.9% | — |
| Sandy Springs, GA | 12 mi | $1,870 | $619,800 | $104,340 | 12.6% | 22.2% | — |
| South Fulton, GA | 13 mi | $1,702 | $309,800 | $82,324 | 25.0% | 20.2% | — |
| Lithia Springs, GA | 13 mi | $1,402 | $220,000 | $62,417 | 23.6% | 16.6% | — |
| Riverdale, GA | 14 mi | $1,360 | $178,800 | $63,455 | 14.7% | 16.1% | — |
| Dunwoody, GA | 14 mi | $1,859 | $602,900 | $121,903 | 12.8% | 22.0% | — |
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.
| 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 |
How far Atlanta, GA 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 | 228 mi | 903,844 |
| Jacksonville, FL | 287 mi | 977,670 |
| Indianapolis, IN | 426 mi | 885,860 |
| Columbus, OH | 437 mi | 914,802 |
| Chicago, IL | 585 mi | 2,711,226 |
| Philadelphia, PA | 670 mi | 1,579,706 |
| Houston, TX | 700 mi | 2,328,253 |
| Dallas, TX | 716 mi | 1,307,930 |
| New York, NY | 747 mi | 8,483,844 |
| Fort Worth, TX | 749 mi | 963,194 |
| Oklahoma City, OK | 753 mi | 697,125 |
| Austin, TX | 816 mi | 979,539 |
| San Antonio, TX | 880 mi | 1,479,835 |
| Denver, CO | 1,203 mi | 718,877 |
| Phoenix, AZ | 1,586 mi | 1,642,323 |
| San Diego, CA | 1,883 mi | 1,389,526 |
| Los Angeles, CA | 1,940 mi | 3,857,263 |
| San Jose, CA | 2,103 mi | 990,138 |
| San Francisco, CA | 2,167 mi | 830,235 |
| Seattle, WA | 2,177 mi | 754,195 |
| City ⇅ | Straight-line distance ⇅ | Open jobs ⇅ |
|---|---|---|
| College Park, GA | 9 mi | 5 |
| Alpharetta, GA | 23 mi | 55 |
| Chattanooga, TN | 102 mi | 5 |
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 →
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.
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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A mid level role in finance and insurance (banking and wealth advisory) listed 24 days ago. The full description is on this page and on The Muse.
Atlanta, GA.
Use the "View this job and apply on The Muse" button. AtiveSite does not receive applications.
The listing does not publish pay. For the closest occupation (Management analysts) the national median is $101,860 a year (BLS OEWS, May 2025).
Median rent in Atlanta is $1,711 a month and median household income $85,652 (ACS 2020–2024).
It was posted on 2026-10-16 (24 days ago). Jobs older than 90 days are not shown.
Yes: browse banking and wealth advisory jobs in Georgia.
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