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
•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
To qualify, applicants must be legally authorized to work in the United States and must not require, now or in the future, sponsorship for employment visa status.
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.
Salary
Salary range for the position: $75,000 - $125,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component.
Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for employees.
