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:

At Morgan Stanley we raise manage and allocate capital for our clients helping them reach their goals. We do it in a way thats differentiated and weve done that for 90 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 Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion where individuals are hired developed and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate bringing a variety of backgrounds talents perspectives and experiences.

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