PWM Financial Planning Analyst

Morgan Stanley
Financial Planning Analyst
Job Description
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 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
Morgan Stanley
EOE committed to diversifying its workforce.
M/F/D/V
Version: 7/10/2024
Morgan Stanley
Financial Planning Analyst
Job Description
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

• 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.

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 85 years. At our foundation are five core values putting clients first doing the right thing leading with exceptional ideas committing to diversity and inclusion and giving back that guide our more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll find trusted colleagues committed mentors and a culture that values diverse perspectives individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: 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.

Were committed to bringing passion and customer focus to the business.

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

Salary range for the position: $50000 to $95000/year. 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 units 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 X Vacation Days annually) 10 Paid Holidays 401(k) and Short/Long Term Disability in addition to other special perks reserved for our employees. Please visit to learn more about

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).