2026 Wealth Management Full Time Branch Analyst Program (Los Angeles)

2026 Wealth Management Full Time Branch Analyst Program (Los Angeles)

City

Los Angeles

Education Level

Bachelor's Degree

Business Unit

Wealth Management Branch

Job description

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 Los Angeles.

TRAINING

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), which are a requirement of the role. 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 :

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 January 9, 2026 at 11 : 55 PM EST and HireVues completed by January 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.

Job Level

Full Time Analyst

Program

Full Time Analyst