Financial Planning Analyst

Financial Planning Analyst

Financial Planning Analysts provide exceptional service to our clients and support Financial Advisor(s) / Private Wealth Advisor(s) / 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 :

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 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 :

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 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.