Financial Planning Analyst*

IIBA (International Institute of Business Analysis); Dublin (OH); On-site; USD 75,000 - 95,000; Full time

Job summary

A leading company in wealth management is seeking a Financial Planning Analyst. This role is crucial for supporting Financial Advisors in creating tailored financial solutions for clients and requires strong communication skills and relevant financial qualifications. The position involves developing financial plans, collaborating with multiple stakeholders, and participating in professional development activities.

Qualifications

• 5+ years of work experience in a related field.
• Active Series 7 (GS), Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Willingness to obtain CFP and/or CPWA designation.

Responsibilities

• Generate financial plans using Wealth Planning Solutions.
• Assist Financial Advisors with client financial goals.
• Drive goals-based wealth management strategy.

Skills

Communication

Presentation

Time-management

Organizational skills

Team collaboration

Education

Bachelor's degree or professional certification

Tools

Microsoft Office

Job description

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'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).