2027 Wealth Management Full-time Branch Analyst Program (Atlanta)

About the role

The Wealth Management Full-Time Branch Analyst Program is a two-year rotational program in Atlanta offering exposure to risk, service, field management, and financial advisor teams. Analysts receive comprehensive training and work on client solutions and operational projects.

Program Structure

• Two-year program with three eight-month rotations in wealth management functions.
• Placements in Atlanta Metro area branches.
• Rotations include risk, service, field management, and financial advisor teams.

Training

• Six-week training program covering technical and soft skills.
• First half focuses on Series exams preparation (SIE, 7, 63, 65).
• Second half includes business overviews, professional development, and networking.
• Senior and peer speaker series throughout the program.

Responsibilities

• Process and analyze financial data for client portfolios.
• Develop proposals and presentations for clients and prospects.
• Collaborate with financial advisors to evaluate opportunities.
• Promote firm’s strategic initiatives and develop client relationships.
• Assist in sales and operations to improve client experience.
• Work on special projects to enhance wealth management capabilities.

Qualifications

• Undergraduate degree with graduation between Dec 2026 and June 2027.
• Minimum 3.4 GPA required.
• Basic finance knowledge and strong interest in the field.
• Analytical, adaptive, leadership and teamwork skills.
• Strong oral and written communication skills.
• Legal authorization to work in the US without visa sponsorship.

Application Process

• Apply via Morgan Stanley website with resume and complete HireVue questionnaire.
• Applications reviewed on a rolling basis until filled or deadline.
• Application deadline: 2026-10-09 23:55 EST.
• HireVue completion deadline: 2026-10-11 23:55 EST.

Compensation

• Expected base pay approximately $75,000 annually at start.
• Base pay determined individually and part of total compensation.
• Total package may include commissions, bonuses, and benefits.