Private Wealth Management Financial Planning Analyst
Morgan Stanley · New York, NY · Senior Level · Banking and wealth advisory · posted yesterday
Morgan Stanley · Washington, DC · posted 3 days ago
By AtiveSite · Published 07/11/2026 · Updated 08/11/2026 · Every figure is linked to its source below.
| Employer | Morgan Stanley |
|---|---|
| Location | Washington, District of Columbia |
| Field | Finance and Insurance › Banking and wealth advisory |
| Level | Senior Level |
| Source category | Management |
| Posted | 2026-11-05 (3 days ago) |
| Work arrangement | On-site at the location listed |
| Pay | Not published in the source listing |
POSITION SUMMARY
Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, 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 their focus will be on delivering an exceptional client experience. 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 and financial planning.
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.
DUTIES and RESPONSIBILITIES:
Client Service:
As a senior member of the service team, provide coverage for an FA/PWA/team including:
• Cultivating relationships with business partners and colleagues internally and externally
• Supporting the FA/PWA/team in enhancing new and existing client relationships by providing an exceptional client experience
• Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings as well as tracking follow-ups
• Ensuring all client service functions are performed in a timely manner, assigning work to team members on a daily basis if/as needed
• 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 clients 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 and sharing reminders and best practices with other service team members
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 Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V Version: 7/10/2024 Morgan Stanley Wealth Management Associate Job Description
• 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
• 5+ 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
• Strong leadership 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.
Salary range for the position: $75,000and $125,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
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 District of Columbia Jobs in Washington, DC Washington city guide District of Columbia state guide District of Columbia 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.
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 Washington, DC. Below is what the official statistics say about living and working there.
How Washington compares. Among the 1 largest places in District of Columbia, Washington is #1 by population, #1 for rent (#1 = cheapest), #1 for household income (#1 = highest), #1 for college degrees (#1 = most). Its county, District of Columbia, is #1 of 1 counties for average pay ($122,982).
Washington has 681,294 residents (ACS 2020–2024), about 100.0% of the population of District of Columbia. It covers 61 square miles of land, which works out to roughly 11,146 people per square mile. The median age is 34.9, about the same as the state median (34.9 against 34.9).
The median gross rent is $1,954 a month (rent plus utilities), about the same as the state median ($1,954 against $1,954). Over a year that is 21.3% 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 $737,100, which is 6.7 times the median household income ($109,870); a ratio above 5 usually means buying is out of reach without savings or a second income. 41.5% of households own their home, about the same as the state average (41.5% against 41.5%).
The Washington-Arlington-Alexandria, DC-VA-MD-WV metropolitan area has 3,136,190 jobs in the BLS wage survey, and the median pay across all occupations is $71,060 a year, 39% above the national median ($71,060 against $50,980). The biggest occupation groups are business and financial operations (369,190 jobs, median $105,260); management (319,760 jobs, median $165,010); office and administrative support (290,050 jobs, median $53,250). The area is most specialised in legal (2.6 times) and computer and mathematical (2.2 times), where the share of workers is well above the national share. The best-paying groups with at least 5,000 jobs are legal ($175,070) and management ($165,010). In 2026M09 the unemployment rate of District of Columbia was 5.3%. 70.9% of residents aged 16 and over are in the labour force. The city lies in District of Columbia; its jobs, pay by industry and GDP are on the county page.
Among workers, 27.4% drive alone, 20.3% use public transit, 9.5% walk, 33.0% work from home. 19.0% of workers commute 45 minutes or more, about the same as the state average (19.0% against 19.0%).
64.2% of adults aged 25 and over hold a bachelor's degree or higher, about the same as the state share (64.2% against 64.2%). 14.3% of residents were born outside the United States, about the same as the state share (14.3% against 14.3%). The poverty rate is 15.4%, about the same as the state rate (15.4% against 15.4%).
The warmest month is Jul, averaging 78°F (25.8°C), and the coolest is Jan at 32°F (0.1°C). About 1,152 mm (45 inches) of precipitation falls in a year; Jun is the wettest month (118 mm) and Jan the driest (67 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: Chillum (5 miles, rent 11% lower); Arlington (5 miles, rent 19% higher); Hyattsville (5 miles, rent 6% lower); Takoma Park (5 miles, rent 27% lower). Rent differences are against Washington; use the Compare tab to put any two cities side by side.
Full guide to Washington →District of Columbia guideAll jobs in Washington
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 Washington, DC 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 ⇅ |
|---|---|---|---|---|---|---|---|
| Washington, DC | 0 mi | $1,954 | $737,100 | $109,870 | 19.0% | n/a | Jobs |
| Chillum, MD | 5 mi | $1,735 | $393,600 | $79,864 | 31.4% | n/a | — |
| Arlington, VA | 5 mi | $2,322 | $895,000 | $142,114 | 14.7% | n/a | Jobs |
| Hyattsville, MD | 5 mi | $1,835 | $481,500 | $91,941 | 28.8% | n/a | Jobs |
| Takoma Park, MD | 5 mi | $1,432 | $749,200 | $108,136 | 26.3% | n/a | — |
| Langley Park, MD | 6 mi | $1,707 | $357,200 | $85,321 | 37.6% | n/a | — |
| Suitland, MD | 6 mi | $1,707 | $334,800 | $71,585 | 33.0% | n/a | — |
| Silver Spring, MD | 7 mi | $1,913 | $643,300 | $99,860 | 28.6% | n/a | — |
| East Riverdale, MD | 7 mi | $1,716 | $361,400 | $81,831 | 26.2% | n/a | — |
| Alexandria, VA | 7 mi | $2,089 | $735,100 | $119,681 | 18.0% | n/a | Jobs |
| Landover, MD | 7 mi | $1,735 | $313,900 | $72,100 | 29.2% | n/a | — |
| Bailey's Crossroads, VA | 7 mi | $2,021 | $416,600 | $88,483 | 16.0% | n/a | — |
| College Park, MD | 8 mi | $1,912 | $437,900 | $69,721 | 19.5% | n/a | — |
| Bethesda, MD | 8 mi | $2,469 | $1,169,900 | $192,237 | 17.3% | n/a | — |
| Oxon Hill, MD | 8 mi | $1,721 | $359,800 | $93,252 | 37.2% | n/a | — |
| Huntington, VA | 8 mi | $2,062 | $541,900 | $99,956 | 26.4% | n/a | — |
| Camp Springs, MD | 9 mi | $2,231 | $415,000 | $120,456 | 38.7% | n/a | — |
| Falls Church, VA | 9 mi | $2,190 | $1,055,600 | $143,262 | 23.7% | n/a | — |
| Greenbelt, MD | 9 mi | $1,848 | $255,400 | $85,997 | 27.7% | n/a | — |
| Rose Hill, VA | 10 mi | $2,475 | $687,600 | $174,950 | 27.5% | n/a | — |
We could not match this title to one occupation, so here are the other sub-niches in Finance and Insurance, where your skills may carry over:
Insurance and claims (428) Accounting, audit and tax (413) Treasury, payments and risk (653)
How far Washington, DC 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 ⇅ |
|---|---|---|
| Philadelphia, PA | 126 mi | 1,579,706 |
| New York, NY | 204 mi | 8,483,844 |
| Columbus, OH | 327 mi | 914,802 |
| Charlotte, NC | 331 mi | 903,844 |
| Indianapolis, IN | 491 mi | 885,860 |
| Chicago, IL | 597 mi | 2,711,226 |
| Jacksonville, FL | 648 mi | 977,670 |
| Oklahoma City, OK | 1,150 mi | 697,125 |
| Dallas, TX | 1,181 mi | 1,307,930 |
| Fort Worth, TX | 1,212 mi | 963,194 |
| Houston, TX | 1,219 mi | 2,328,253 |
| Austin, TX | 1,317 mi | 979,539 |
| San Antonio, TX | 1,387 mi | 1,479,835 |
| Denver, CO | 1,484 mi | 718,877 |
| Phoenix, AZ | 1,976 mi | 1,642,323 |
| San Diego, CA | 2,267 mi | 1,389,526 |
| Los Angeles, CA | 2,305 mi | 3,857,263 |
| Seattle, WA | 2,324 mi | 754,195 |
| San Jose, CA | 2,414 mi | 990,138 |
| San Francisco, CA | 2,469 mi | 830,235 |
| City ⇅ | Straight-line distance ⇅ | Open jobs ⇅ |
|---|---|---|
| Arlington, VA | 5 mi | 224 |
| Chevy Chase, MD | 6 mi | 3 |
| Alexandria, VA | 7 mi | 6 |
| McLean, VA | 10 mi | 169 |
| Springfield, VA | 12 mi | 1 |
| Reston, VA | 18 mi | 10 |
| Ashburn, VA | 26 mi | 15 |
| Baltimore, MD | 35 mi | 107 |
| Newark, DE | 86 mi | 8 |
| Wilmington, DE | 98 mi | 2 |
| Richmond, VA | 98 mi | 6 |
| Scottsville, VA | 110 mi | 4 |
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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 senior level role in finance and insurance (banking and wealth advisory) listed 3 days ago. The full description is on this page and on The Muse.
Washington, DC.
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The listing does not publish pay, and we could not match the title to one official occupation.
Median rent in Washington is $1,954 a month and median household income $109,870 (ACS 2020–2024).
It was posted on 2026-11-05 (3 days ago). Jobs older than 90 days are not shown.
Yes: browse banking and wealth advisory jobs in District of Columbia.
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