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Fa Analyst Jobs (NOW HIRING)

Morgan Stanley

Wealth Management Analyst

San Francisco, CA · On-site

$68K - $120K/yr

Position Summary Wealth Management Analysts provide exceptional service to our clients and support ... Assisting the FA/PWA/team in delivering against their client service model, including preparing for ...

Morgan Stanley

Wealth Management Analyst

Menlo Park, CA · On-site

$75K - $125K/yr

Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor ... Assisting the FA/PWA/team in delivering against their client service model, including preparing for ...

Bowhead

Financial Analyst

King George, VA · On-site

$70K - $80K/yr

The FA is responsible for creating, updating, and analyzing budget estimates for completeness, accuracy, and conformance with procedures and regulations. Responsibilities The FA will track project ...

Morgan Stanley

Wealth Management Analyst

Pasadena, CA · On-site

$68K - $120K/yr

Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor ... Assisting the FA/PWA/team in delivering against their client service model, including preparing for ...

Skyworks

Reliability/FA Engineer 2

Newbury Park, CA · On-site

$77K - $142K/yr

Reliability/FA Engineer 2 Posting Start Date: 6/25/26 Job Location(s): Newbury Park If you are ... Requisition ID: 77844 Description As an Engineer 2, you will develop, analyze, and report on ...

Morgan Stanley

Wealth Management Analyst

Pasadena, CA · On-site

$68K - $120K/yr

Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor ... Assisting the FA/PWA/team in delivering against their client service model, including preparing for ...

Morgan Stanley

Wealth Management Analyst

San Francisco, CA · On-site

$75K - $125K/yr

Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor ... Assisting the FA/PWA/team in delivering against their client service model, including preparing for ...

Morgan Stanley

Wealth Management Analyst

San Francisco, CA · On-site

$75K - $125K/yr

POSITION SUMMARY Wealth Management Analysts provide exceptional service to our clients and support ... Assisting the FA/PWA/team in delivering against their client service model, including preparing for ...

Morgan Stanley

Wealth Management Analyst

New York, NY · On-site

$75K - $125K/yr

POSITION SUMMARY Wealth Management Analysts provide exceptional service to our clients and support ... Assisting the FA/PWA/team in delivering against their client service model, including preparing for ...

Socket.dev

Wealth Management Analyst

Pasadena, CA · On-site

$68K - $120K/yr

Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor ... Assisting the FA/PWA/team in delivering against their client service model, including preparing for ...

Morgan Stanley

Wealth Management Analyst

Menlo Park, CA · On-site

$75K - $125K/yr

Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor ... Assisting the FA/PWA/team in delivering against their client service model, including preparing for ...

Bowhead

Financial Analyst

King George, VA · Hybrid

$70K - $80K/yr

The FA is responsible for creating, updating, and analyzing budget estimates for completeness, accuracy, and conformance with procedures and regulations. Responsibilities The FA will track project ...

Morgan Stanley

Wealth Management Analyst

Pasadena, CA · On-site

$68K - $120K/yr

Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor ... Client Service As a key member of the service team, provide coverage for an FA/PWA/team including ...

Morgan Stanley

Wealth Management Analyst

San Francisco, CA · On-site

$75K - $125K/yr

Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor ... Assisting the FA/PWA/team in delivering against their client service model, including preparing for ...

Morgan Stanley

Wealth Management Analyst

New York, NY · On-site

$75K - $125K/yr

POSITION SUMMARY Wealth Management Analysts provide exceptional service to our clients and support ... Assisting the FA/PWA/team in delivering against their client service model, including preparing for ...

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How much do fa analyst jobs pay per year?

As of Sep 10, 2026, the average yearly pay for fa analyst in the United States is $73,261.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,500.00 and $87,000.00 per year, depending on experience, location, and employer.

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For Fa Analyst jobs, the most frequently searched job titles are:

Infographic showing various Fa Analyst job openings in the United States as of August 2026, with employment types broken down into 87% Full Time, 6% Part Time, and 7% Contract. Highlights an 80% Physical, 9% Hybrid, and 11% Remote job distribution, with an average salary of $73,261 per year, or $35.2 per hour.

Wealth Management Analyst

San Francisco, CA • On-site

Morgan Stanley
Finance and Insurance • 10K+ employees
Learn more about Morgan Stanleyexternal

$68K - $120K/yr

Other

Re-posted 5 days ago

Morgan Stanley rating

8.3

Company rating: 8.3 out of 10

Based on 158 frontline employees who took The Breakroom Quiz

Job description

Position Summary

Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member of the service team, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools, financial planning, reporting and analysis.

Duties and ResponsibilitiesClient Service
  • Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings and tracking follow-ups.
  • 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 client 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.
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.
  • 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 and/or Experience
  • 2+ 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
  • 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
Compensation

Expected base pay rates for the role will be between $68,000 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 Mo.

Equal Opportunity Statement

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.

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About Morgan Stanley

Sourced by ZipRecruiter

Since our founding in 1935, Morgan Stanley has been committed to serving local and global communities by being a market leader in Investment Banking, Securities, Investment Management and Wealth Management services. Our belief that capital can work to benefit all of society inspires us to put our clients first, lead with exceptional ideas, hold our business to high ethical standards, and give back to communities around the world through philanthropy and public works. We have a smart casual dress code and operate under a philosophy that balances work with your personal life. Our people's talent, passion, and expertise is the fuel on which our organization runs, therefore, our people are our greatest asset. Diversity and inclusiveness is a critical component for our success and it is our priority to continue building a firm that values the unique background and identity of every one of our employees, thus enabling our people to bring their full, and best selves to work each day. Teamwork is the essence of our approach, and so are the values of integrity, excellence, and enabling our people to achieve at the highest levels. We invite you to learn more about our commitment to diversity and serving our community.

Industry

Finance and insurance and software development

Company size

10,000+ Employees

Headquarters location

New York, NY, US

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