Financial Planning Analyst

Morgan Stanley; Chicago (IL); On-site; USD 50,000 - 95,000; Full time

Job summary

An established industry player is seeking a Financial Planning Analyst to provide exceptional service and support to Financial Advisors. This role involves cultivating client relationships, utilizing financial planning tools, and participating in client meetings to enhance the overall client experience. The ideal candidate will have a strong background in financial planning, excellent interpersonal skills, and the ability to thrive in a fast-paced environment. Join a dynamic team committed to excellence and innovation, where your contributions will make a significant impact on clients' financial journeys.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Plan

Paid Time Off

Parental Leave

Short/Long Term Disability

Dependent Day Care Savings Account

Life Insurance

10 Paid Holidays

Qualifications

• 5+ years of relevant work experience required.
• Active Series 7, Series 66 or Series 63 and Series 65 required.
• Willingness to obtain CFP and/or CPWA designation.

Responsibilities

• Cultivating relationships with business partners and clients.
• Supporting Financial Advisors in enhancing client relationships.
• Participating in client meetings to review financial plans.

Skills

Financial Planning Knowledge

Client Relationship Management

MS Office Proficiency

Detail Orientation

Time Management

Interpersonal Skills

Adaptability

Education

4-year College Degree

Professional Certification

Certified Financial Planner (CFP)

Tools

Financial Planning Tools

Firm-approved Platforms

Job description

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 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:

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 Stanley's 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 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll 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: morganstanley.com/diversity. 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.

We're 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: $50,000 to $95,000/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 unit’s 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 mybenefits.morganstanley.com to learn more about

Morgan Stanley's 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).