POSITION SUMMARY
The Morgan Stanley Financial Planning Analyst position offers a unique opportunity to work directly with Financial Advisors to provide in-depth insight into wealth planning strategies for the firm's clients. In this role, the Financial Planning Analyst will utilize Morgan Stanley's innovative planning tools to drive goals-based Wealth Management for Financial Advisors and their clients. In partnership with Morgan Stanley's Financial Planning Directors and Wealth Advisor Associates, this position will play a key role in assisting Advisors with incorporating sophisticated solutions into a client's financial picture to meet their long-term objectives.
DUTIES and RESPONSIBILITIES:
- Generate financial plans for clients utilizing Morgan Stanley's state-of-the art Wealth Planning Solutions
- Leverage and action information acquired during financial planning and client discovery conversations with Financial Advisor
- Assist Financial Advisors with helping their clients articulate their financial goals within the context of their investment strategy
- Maintain and monitor client status against existing financial plans
- Partner with Wealth Advisor Associates (WAA) and Financial Planning Directors on training, tools, etc.
- Drive goals-based wealth management strategy with Financial Advisors and their clients
- Coordinate with firm specialists to ensure the team is leveraging all relevant firm initiatives
- Leverage financial planning tools to drive Net Acquired Assets (NAA) growth
- Complete proprietary training in wealth planning disciplines, investment strategies, and product suitability
- Actively engage in other available training and education programs, including firm strategic priorities and professional development, and stay current on policies, procedures and new platforms
- Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors
- Proactively participate in firm initiatives directed by local management
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
- 5+ years of work experience in a field relevant to the position required
- Bachelor's degree or professional certification preferred
- Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
- Complete and maintain internal Financial Planning Associate designation
- Willingness to obtain CFP and/or CPWA designation
Knowledge/Skills
- Knowledge of Financial Planning and product knowledge preferred
- Knowledge of applicable compliance rules and regulations and firm policies
- Exemplary communication, presentation, time-management and organizational skills
- Proficient at listening to client needs and skillfully constructing tailored financial solutions
- Strong computer skills and knowledge of Microsoft Office products
- Team player with the ability to collaborate with others
- Ability to work in a fast-paced, evolving environment
Reports to
- Business Service Officer
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