[Skip to main content](#main-content) [ OpenNash ](https://opennash.com/) / [Jobs](https://jobs.opennash.com/) [ 01 Search jobs](https://jobs.opennash.com/search/)[ 02 Companies](https://jobs.opennash.com/explore/)[ 03 Hiring report](https://jobs.opennash.com/reports/hiring/)[ 04 AI assistants](https://jobs.opennash.com/connect/)[ 05 How it works](https://jobs.opennash.com/methodology/) Morgan Stanley · West Des Moines, IA # Financial Planning Analyst West Des Moines, Iowa, United States of America Finance & Accounting Listed on Morgan Stanley’s official careers site. Posted October 27, 2026. Check that it is still open and apply there. [Apply on Morgan Stanley’s careers site →](https://ms.wd5.myworkdayjobs.com/External/job/West-Des-Moines-Iowa-United-States-of-America/Financial-Planning-Analyst_JR038953-1) [OpenNash Jobs](https://jobs.opennash.com/) / [Morgan Stanley](https://jobs.opennash.com/companies/morgan-stanley/) / Financial Planning Analyst ## Job description ### POSITION SUMMARY Financial Planning Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As key members of the service team, the Financial Planning Analyst position offers a unique opportunity to assist Financial Advisors (FA) / Private Wealth Advisors (PWA)/teams with the use of firm-approved financial planning systems and engaging with clients. ### DUTIES and RESPONSIBILITIES Cultivating relationships with business partners and colleagues, including Financial Planning Directors and other specialists Supporting the FA/PWA/team in enhancing new and existing client relationships through an exceptional client experience In conjunction with the FA/PWA/team, participate in existing client and/or prospective client meetings to review financial plans, representing the service lens Utilize the Firm’s financial planning tools and work with FAs/PWAs/teams to enhance client relationships and generate financial plans Help build and establish a repeatable and scalable planning process for FAs/PWAs/team as a part of their book of business At the request of FA/PWA/team, participating in existing client and/or prospective client meetings to review financial plans, representing the service lens Providing guidance and support to peers within the market, assisting with financial planning support in an administrative capacity (e.g., tool usage) as needed Remaining current on all policies, procedures and new platforms Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management – particularly those relating to financial planning EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience 5+ years of work experience in a field relevant to the position required 4-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 Complete and maintain internal Financial Planning Specialist designation requirements Willingness to obtain Certified Financial Planner (CFP) and/or Certified Private Wealth Advisor (CPWA) designation Knowledge/Skills Knowledge of financial planning Excellent listening 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 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 WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste [https://www.morganstanley.com/about-us/global-offices​](https://www.morganstanley.com/about-us/global-offices​) into your browser. 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](https://www.morganstanley.com/people-opportunities/eeo). ## At a glance - Posted by the employer: Oct 27, 2026 - First seen by OpenNash: Jul 17, 2026 - Last checked: Nov 1, 2026 - Listed for: 107 days - Location: West Des Moines, Iowa, United States of America[Apply on Morgan Stanley’s careers site →](https://ms.wd5.myworkdayjobs.com/External/job/West-Des-Moines-Iowa-United-States-of-America/Financial-Planning-Analyst_JR038953-1) ## Hiring at Morgan Stanley - Open jobs: 1,235 - New in the last 7 days: After two weekly collections - Tracked since: Jul 10, 2026 [All Morgan Stanley jobs](https://jobs.opennash.com/companies/morgan-stanley/) · [Weekly hiring report](/reports/hiring/) ## More jobs at Morgan Stanley ### [Registered Client Relationship Analyst](https://jobs.opennash.com/companies/morgan-stanley/jobs/4a379df43d2dd92f2d6e/) West Des Moines, Iowa, United States of America ### [Wealth Management Associate](https://jobs.opennash.com/companies/morgan-stanley/jobs/2b253003ba0d81df64e7/) West Des Moines, Iowa, United States of America ### [2027 Financial Services Representative (SIE) | Alpharetta, GA](https://jobs.opennash.com/companies/morgan-stanley/jobs/e05aefce9e298dadbcb6/) ### [2027 Financial Services Representative (SIE) | Chicago, IL](https://jobs.opennash.com/companies/morgan-stanley/jobs/a1a175c576d8de6ddc16/) ### [2027 Financial Services Representative (SIE) | Gilbert, AZ](https://jobs.opennash.com/companies/morgan-stanley/jobs/f9e18e7d64035efd30f3/) ## Similar jobs at other companies ### [Analyst, Financial Planning & Analysis](https://jobs.opennash.com/companies/genuine-parts/jobs/01cce6db847d553beea2/) Genuine Parts · Birmingham, AL ### [Financial Planning & Analysis Senior Analyst (FP&A Senior Analyst)](https://jobs.opennash.com/companies/aramark/jobs/4833380ecc7af241c1ac/) Aramark · Philadelphia, PA, US ### [Global Technology Financial Planning & Analysis - Analyst](https://jobs.opennash.com/companies/jpmorganchase/jobs/ff48c9cf561f792a0c0a/) JPMorganChase · Plano, TX, United States ### [Director, Financial Planning & Analysis](https://jobs.opennash.com/companies/dollar-general/jobs/b36825095280cbc2caba/) Dollar General · TN, United States ### [Financial Analyst, Corporate Financial Planning and Analysis](https://jobs.opennash.com/companies/alphabet/jobs/35c269768a2a64cd11f5/) Alphabet · Sunnyvale, CA, USA OpenNash lists jobs from employers’ own careers sites and does not handle applications. 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