2026 Wealth Management Full Time Branch Analyst Program (San Francisco)

Austin Community College; San Francisco (CA); On-site; USD 67,500 - 82,500; Full time

Job summary

A leading financial services firm is offering the 2026 Wealth Management Full-Time Branch Analyst Program in San Francisco. This two-year program provides exposure through rotations in various functions, including working alongside Financial Advisor teams. Analysts will undergo extensive training and are expected to process financial data, develop client proposals, and strengthen client relationships. A minimum GPA of 3.5 is required, with applications due by January 9, 2026. The expected salary starts at $75,000 annually.

Qualifications

• Pursuing an undergraduate degree with graduation date between Dec 2025 and June 2026.
• Minimum GPA of 3.5 required.
• Legally authorized to work in the U.S. without sponsorship.

Responsibilities

• Process and analyze financial data for client portfolios.
• Develop proposals and presentations for prospects and clients.
• Work with financial advisors to evaluate opportunities.
• Identify opportunities to promote the firm's strategic initiatives.
• Assist in sales and operation functions to enhance client experience.
• Engage in projects to strengthen WM capabilities and office operations.

Skills

Basic knowledge and keen interest in finance

Analytical skills

Strong oral communication skills

Strong written communication skills

Adaptability

Leadership and teamwork

Multi-tasking

Education

Undergraduate degree

Job description

2026 Wealth Management Full Time Branch Analyst Program (San Francisco)

The Wealth Management Full-Time Branch Analyst Program is a two-year program that provides an opportunity for analysts to obtain a holistic view of the Morgan Stanley Wealth Management field through three eight-month rotations. Full-time analysts are placed in a Wealth Management branch where they will get exposure to various functions such as risk, service, and field management and are then placed in their final rotation, working with Financial Advisor teams to learn about serving clients. The Branch Analyst Program placements will be in San Francisco.

Training

Analysts will participate in a six-week program that provides the technical and soft skills knowledge to succeed in launching their careers. The first half of training is dedicated to preparing and studying for the Series exams (SIE, 7, 66), which are a requirement of the role. The second half of training includes business overviews, professional development, technical training and networking events. Senior and peer speaker series are also part of the overall training and are run throughout the duration of the Program.

Responsibilities

• Processing and analyzing financial data for client portfolios.
• Developing proposals and presentations for prospects and clients.
• Working with financial advisors to evaluate opportunities.
• Identifying opportunities to promote the firm's strategic initiatives and develop client relationships.
• Assisting in sales and operation functions to streamline processes and strengthen the client experience.
• Working on special projects designed to build WM capabilities, client experiences and office operations.

Qualifications / Skills / Requirements

• You are pursuing an undergraduate degree with a graduation date between Dec 2025 and June 2026.
• You have a minimum 3.5 GPA.
• You have basic knowledge and a keen interest in finance.
• You are analytical, adaptive, a leader yet team player, as well as a multi-tasker.
• You possess strong oral and written communication skills.
• To qualify, applicants must be legally authorized to work in the United States, without requiring, now or in the future, sponsorship for employment visa status.

Application Process and Deadlines

To be considered, candidates must apply with their resume through the Morgan Stanley website and complete their HireVue digital questionnaire. Resumes will be reviewed on a rolling basis until the role is filled or the application deadline, whichever comes first. Applications must be submitted by January 9, 2026 at 11:55 PM EST and HireVues completed by January 11, 2026 at 11:55 PM EST in order to be considered.

Compensation

Expected base pay rate for the role will be $75,000 annually 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.