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  

Morgan Stanley

EOE committed to diversifying its workforce.

M/F/D/V

Version: 3/22/2021