Wealth Management Branch Analyst: NYC Rotations Program

Morgan Stanley; New York (NY); Hybrid; USD 68,000 - 83,000; Full time

Benefits offered by this job

Job summary

Morgan Stanley's Wealth Management Branch Analyst Program in New York offers a two-year trajectory with three eight-month rotations across risk, service, and field management. Analysts begin in a branch, then move into final rotations with Financial Advisor teams to learn client service and portfolio approaches.

The program includes a six-week training phase for technical and professional development, plus Series exam prep for SIE, 7, 63, and 65, alongside senior/peer speaker sessions.

Qualifications

• You are pursuing an undergraduate degree with a graduation date between Dec 2026 and June 2027.
• You have a minimum 3.4 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.

Responsibilities

• Collaborate with your team and division to create tailored, client solutions.
• 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 and develop client relationships.
• Assist in sales and operation functions to streamline processes and strengthen the client experience.

Skills

Analytical

Leadership

Team player

Strong communication

Education

Bachelor's degree

Job description

2027 Wealth Management Full-time Branch Analyst Program (New York)

City New York

Bachelor's Degree

Business Unit Wealth Management Branch

Overview

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, 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 the New York Metro area.

TRAINING PROGRAM
Analysts will participate in a six-week program that provides the technical and soft skills knowledge to succeed to launch their careers. The first half of training will be dedicated to preparing and studying for the Series exams (SIE, 7, 63, 65). The second half of training will include business overviews, professional development, technical training and networking events. Senior and peer speaker series are also a part of the overall training and are run throughout the duration of the Program.



RESPONSIBILITIES
Responsibilities vary depending on the rotation you are in. You will collaborate with your team and larger division to create tailored, custom solutions for our clients.The Branch Analyst roles cover a wide range of disciplines and may include but are not limited to:

• 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
The following are prerequisites for our acceptance of your application:

• You are pursuing an undergraduate degree with a graduation date between Dec 2026 and June 2027.
• You have a minimum 3.4 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

In order 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 October 9, 2026 at 11:55 PM EST and HireVues completed by October 11th, 2026 at 11:55 PM EST in order to be considered.

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.

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.