Financial Planning Analyst

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 Firms 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:

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 - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll 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. Theres also ample opportunity to move about the business for those who show passion and grit in their work.

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Morgan Stanleys goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race color religion creed age sex sex stereotype gender gender identity or expression transgender sexual orientation national origin citizenship disability marital and civil partnership/union status pregnancy veteran or military service status genetic information or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).