Private Wealth Management Financial Planning Analyst
Morgan Stanley · New York, NY · Senior Level · Banking and wealth advisory · posted yesterday
Morgan Stanley · Boston, MA · posted 9 days ago
By AtiveSite · Published 07/11/2026 · Updated 08/11/2026 · Every figure is linked to its source below.
| Employer | Morgan Stanley |
|---|---|
| Location | Boston, Massachusetts |
| Field | Sales and Customers › Account management |
| Level | Mid Level |
| Source category | Business Operations |
| Posted | 2026-10-30 (9 days ago) |
| Work arrangement | On-site at the location listed |
| Pay | Not published in the source listing |
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)
Morgan Stanley EOE committed to diversifying its workforce.
• 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
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.
Expected base pay rates for the role will be between $33,500 and $90,200 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.
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 Massachusetts Jobs in Boston, MA Boston city guide Massachusetts state guide Suffolk County economy
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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.
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 Boston, MA. Below is what the official statistics say about living and working there.
How Boston compares. Among the 80 largest places in Massachusetts, Boston is #1 by population, #75 for homeownership (#1 = highest), #62 for rent (#1 = cheapest), #28 for remote work (#1 = most). Its county, Suffolk County, is #1 of 14 counties for average pay ($131,280).
Boston has 666,442 residents (ACS 2020–2024), about 9.5% of the population of Massachusetts. It covers 48 square miles of land, which works out to roughly 13,786 people per square mile. The median age is 33.3, 17% younger than the state median (33.3 against 40.0).
The median gross rent is $2,147 a month (rent plus utilities), 22% above the state median ($2,147 against $1,762). Over a year that is 26.5% 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 $731,700, which is 7.5 times the median household income ($97,344); a ratio above 5 usually means buying is out of reach without savings or a second income. 35.7% of households own their home, 43% below the state average (35.7% against 62.5%). A low ownership share points to a rental-heavy market with more apartments and shorter stays.
The Boston-Cambridge-Newton, MA-NH metropolitan area has 2,703,890 jobs in the BLS wage survey, and the median pay across all occupations is $66,620 a year, 31% above the national median ($66,620 against $50,980). The biggest occupation groups are office and administrative support (265,830 jobs, median $56,580); management (254,700 jobs, median $166,580); business and financial operations (242,960 jobs, median $102,660). The area is most specialised in life, physical, and social science (2.6 times) and architecture and engineering (1.4 times), where the share of workers is well above the national share. The best-paying groups with at least 5,000 jobs are management ($166,580) and legal ($135,160). In 2026M09 the unemployment rate of Suffolk County was 4.2%. 69.9% of residents aged 16 and over are in the labour force. The city lies in Suffolk County; its jobs, pay by industry and GDP are on the county page.
Among workers, 32.9% drive alone, 22.6% use public transit, 13.4% walk, 21.3% work from home. 22.0% of workers commute 45 minutes or more, about the same as the state average (22.0% against 21.5%).
54.9% of adults aged 25 and over hold a bachelor's degree or higher, 16% above the state share (54.9% against 47.3%). 27.8% of residents were born outside the United States, 54% above the state share (27.8% against 18.1%). The poverty rate is 16.6%, 65% above the state rate (16.6% against 10.0%).
The warmest month is Jul, averaging 72°F (22.4°C), and the coolest is Jan at 26°F (-3.5°C). About 1,206 mm (47 inches) of precipitation falls in a year; Oct is the wettest month (123 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: Winthrop Town (4 miles, rent 4% lower); Chelsea (4 miles, rent 9% lower); Everett (5 miles, rent 3% lower); Quincy (5 miles, similar rent). Rent differences are against Boston; use the Compare tab to put any two cities side by side.
Full guide to Boston →Massachusetts guideAll jobs in Boston
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Places within 50 miles (straight line) of Boston, MA 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 ⇅ |
|---|---|---|---|---|---|---|---|
| Boston, MA | 0 mi | $2,147 | $731,700 | $97,344 | 22.0% | n/a | Jobs |
| Winthrop Town, MA | 4 mi | $2,064 | $649,600 | $116,167 | 31.2% | n/a | — |
| Chelsea, MA | 4 mi | $1,956 | $493,500 | $72,179 | 28.1% | n/a | — |
| Everett, MA | 5 mi | $2,076 | $610,000 | $85,218 | 31.6% | n/a | — |
| Quincy, MA | 5 mi | $2,118 | $618,500 | $98,882 | 33.4% | n/a | — |
| Somerville, MA | 6 mi | $2,517 | $911,300 | $132,572 | 20.9% | n/a | — |
| Cambridge, MA | 6 mi | $2,787 | $1,092,100 | $130,748 | 13.3% | n/a | Jobs |
| Revere, MA | 6 mi | $2,076 | $597,400 | $86,969 | 30.0% | n/a | — |
| Brookline, MA | 6 mi | $2,835 | $1,246,800 | $142,101 | 14.7% | n/a | — |
| Malden, MA | 7 mi | $2,204 | $633,500 | $100,606 | 30.2% | n/a | — |
| Milton, MA | 7 mi | $1,474 | $933,200 | $188,529 | 28.4% | n/a | — |
| Medford, MA | 7 mi | $2,509 | $755,500 | $129,540 | 22.0% | n/a | — |
| Melrose, MA | 8 mi | $1,970 | $822,900 | $133,953 | 34.0% | n/a | — |
| Saugus, MA | 9 mi | $2,241 | $603,400 | $101,539 | 19.7% | n/a | — |
| Belmont, MA | 9 mi | $2,527 | $1,159,000 | $183,137 | 19.2% | n/a | — |
| Braintree Town, MA | 9 mi | $2,024 | $656,800 | $122,214 | 28.9% | n/a | — |
| Arlington, MA | 9 mi | $2,082 | $933,800 | $150,701 | 27.3% | n/a | — |
| Newton, MA | 10 mi | $2,370 | $1,264,900 | $190,304 | 17.0% | n/a | — |
| Lynn, MA | 10 mi | $1,722 | $510,100 | $75,043 | 23.6% | n/a | — |
| Weymouth Town, MA | 10 mi | $1,941 | $552,100 | $102,714 | 32.9% | 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 Boston, MA 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 ⇅ |
|---|---|---|
| New York, NY | 190 mi | 8,483,844 |
| Philadelphia, PA | 268 mi | 1,579,706 |
| Columbus, OH | 643 mi | 914,802 |
| Charlotte, NC | 722 mi | 903,844 |
| Indianapolis, IN | 807 mi | 885,860 |
| Chicago, IL | 854 mi | 2,711,226 |
| Jacksonville, FL | 1,017 mi | 977,670 |
| Oklahoma City, OK | 1,494 mi | 697,125 |
| Dallas, TX | 1,549 mi | 1,307,930 |
| Fort Worth, TX | 1,578 mi | 963,194 |
| Houston, TX | 1,605 mi | 2,328,253 |
| Austin, TX | 1,695 mi | 979,539 |
| Denver, CO | 1,762 mi | 718,877 |
| San Antonio, TX | 1,766 mi | 1,479,835 |
| Phoenix, AZ | 2,294 mi | 1,642,323 |
| Seattle, WA | 2,489 mi | 754,195 |
| San Diego, CA | 2,576 mi | 1,389,526 |
| Los Angeles, CA | 2,603 mi | 3,857,263 |
| San Jose, CA | 2,678 mi | 990,138 |
| San Francisco, CA | 2,727 mi | 830,235 |
| City ⇅ | Straight-line distance ⇅ | Open jobs ⇅ |
|---|---|---|
| Cambridge, MA | 6 mi | 58 |
| Waltham, MA | 12 mi | 3 |
| Framingham, MA | 21 mi | 6 |
| Andover, MA | 23 mi | 8 |
| Barrington, RI | 44 mi | 1 |
| Amherst, MA | 77 mi | 14 |
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 mid level role in sales and customers (account management) listed 9 days ago. The full description is on this page and on The Muse.
Boston, MA.
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The listing does not publish pay, and we could not match the title to one official occupation.
Median rent in Boston is $2,147 a month and median household income $97,344 (ACS 2020–2024).
It was posted on 2026-10-30 (9 days ago). Jobs older than 90 days are not shown.
Yes: browse account management jobs in Massachusetts.
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