{"id":1225876,"url":"https://alion.io/job/morgan-stanley-private-wealth-management-analyst","title":"Private Wealth Management Financial Planning Analyst","company":{"id":40230,"name":"Morgan Stanley","domain":"morganstanley.com","url":"https://alion.io/company/morgan-stanley","size_band":"5000+","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Eightfold","truth_index":{"grade":"A","score":89,"open_postings":191,"ghost_share":0,"stale_share":0.414,"repost_share":0.021,"time_to_fill_p50_days":59,"computed_at":"2026-11-01T06:10:25Z"}},"role":"Finance","role_family":"Finance","seniority":"senior","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["New York, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":75000,"max":120000,"currency":"USD","period":"year","gross":null,"usd_annual":120000},"salary_estimate":null,"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-09-07T00:00:00Z","employer_posted_date":"2026-10-22","last_verified_at":"2026-11-01T09:13:49Z","board_verified":true,"closed_at":null,"days_open":55,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":55},"description":"POSITION SUMMARY\nFinancial Planning Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As key members of the service team, the Financial Planning Analyst position offers a unique opportunity to assist Financial Advisors (FA) / Private Wealth Advisors (PWA)/teams with the use of firm-approved financial planning systems and engaging with clients.\nDUTIES and RESPONSIBILITIES:\nCultivating relationships with business partners and colleagues, including Financial Planning Directors and other specialists\nSupporting the FA/PWA/team in enhancing new and existing client relationships through an exceptional client experience\nUtilize the Firm’s financial planning tools and work with FAs/PWAs/teams to enhance client relationships and generate financial plans\nHelp build and establish a repeatable and scalable planning process for FAs/PWAs/team as a part of their book of business\nAt the request of FA/PWA/team, participating in existing client and/or prospective client meetings to review financial plans, representing the service lens\nProviding guidance and support to peers within the market, assisting with financial planning support in an administrative capacity (e.g., tool usage) as needed\nRemaining current on all policies, procedures and new platforms\nParticipating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management - particularly those relating to financial planning\nEDUCATION, EXPERIENCE, KNOWLEDGE and SKILLS:\nEducation and/or Experience:\n5+ years of work experience in a field relevant to the position required\n4-year college degree or professional certification preferred\nActive Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required\nComplete and maintain internal Financial Planning Specialist designation requirements\nWillingness to obtain Certified Financial Planner (CFP) and/or Certified Private Wealth Advisor (CPWA) designation\nKnowledge/Skills:\nKnowledge of financial planning\nExcellent listening skills Morgan Stanley Financial Planning Analyst Job Description Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V Version: 7/10/2024\nKnowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts\nTechnically proficient and quick learner of new and updated platforms\nDetail oriented with superior organizational skills and ability to prioritize\nExpert knowledge of basic personal computer, MS Office and internet applications • Exceptional writing, interpersonal and client service skills\nStrong time management skills\nTeam player with the ability to collaborate with others\nAbility to work in a fast-paced, evolving environment • Adaptable and ability to multi-task\nGoal oriented, self-motivated and results driven\nReports to\nBusiness Service Office\nWHAT YOU CAN EXPECT FROM MORGAN STANLEY:\nAt 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.\nTo learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.\nExpected base pay rates for the role will be between $75,000 and $120,000 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.\nMorgan 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.\nOur workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.\nFor more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.","description_format":"text","description_chars":5282,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":true},"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Asset Management & Funds","Investment Banking & M&A Advisory","Online Brokerage & Trading Platforms"],"lifecycle":[{"event":"open","at":"2026-09-25T13:19:01Z"}],"visa":[{"country":"US","licensed_sponsor":true,"evidence":"H-1B filings in 12 months: 261 · green card filings: 46","filings_12m":261,"filings_prev_12m":208,"green_card_filings_12m":46,"median_offered_wage_usd":202500,"route":null,"cap_exempt":false,"checked_at":"2026-10-29T16:27:21+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)","US Department of Labor: PERM disclosure data (green cards)"],"filings_for_role_12m":0}],"liveness":{"score":51,"band":"ok","label":"Likely open","p_open":1,"p_active":0.844,"p_room":0.6,"age_days":55,"expected_fill_days":59,"reasons":["conf:1","velocity","win:late","crowd:brand"],"computed_at":"2026-11-01T06:10:25Z"},"pay":{"stated_usd_annual":120000,"is_top_pay":false},"html_url":"https://alion.io/job/morgan-stanley-private-wealth-management-analyst","json_url":"https://alion.io/job/morgan-stanley-private-wealth-management-analyst.json","meta":{"generated_at":"2026-11-01T12:21:48Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":19035,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-02T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":40230},"rest":"https://alion.io/mcp/rest/get_company?id=40230"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fmorgan-stanley-private-wealth-management-analyst"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fmorgan-stanley-private-wealth-management-analyst"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fmorgan-stanley-private-wealth-management-analyst"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/morgan-stanley-private-wealth-management-analyst\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fmorgan-stanley-private-wealth-management-analyst"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":1225876}},{"tool":"search_jobs","arguments":{"company":"morganstanley.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":1225876},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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