Financial Planning Analyst

Morgan Stanley; Easton (MD); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Financial Planning Analyst to join their dynamic team. This role offers a unique opportunity to work closely with Financial Advisors, providing in-depth insights into wealth planning strategies tailored to meet clients' long-term objectives. The ideal candidate will leverage state-of-the-art planning tools to drive goals-based wealth management, ensuring financial plans are aligned with clients' investment strategies. With a focus on collaboration and continuous learning, this position promises a rewarding career path in a fast-paced environment where your contributions will significantly impact clients' financial success.

Qualifications

• 5+ years of relevant work experience required.
• Bachelor's degree or professional certification preferred.

Responsibilities

• Generate financial plans utilizing innovative Wealth Planning Solutions.
• Assist Financial Advisors in articulating clients' financial goals.

Skills

Financial Planning

Communication Skills

Organizational Skills

Time Management

Team Collaboration

Client Needs Assessment

Education

Bachelor's Degree

Professional Certification

CFP or CPWA Designation

Tools

Microsoft Office

Wealth Planning Solutions

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:

1. Generate financial plans for clients utilizing Morgan Stanley's state-of-the-art Wealth Planning Solutions
2. Leverage and action information acquired during financial planning and client discovery conversations with Financial Advisor
3. Assist Financial Advisors with helping their clients articulate their financial goals within the context of their investment strategy
4. Maintain and monitor client status against existing financial plans
5. Partner with Wealth Advisor Associates (WAA) and Financial Planning Directors on training, tools, etc.
6. Drive goals-based wealth management strategy with Financial Advisors and their clients
7. Coordinate with firm specialists to ensure the team is leveraging all relevant firm initiatives
8. Leverage financial planning tools to drive Net Acquired Assets (NAA) growth
9. Complete proprietary training in wealth planning disciplines, investment strategies, and product suitability
10. 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
11. Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors
12. Proactively participate in firm initiatives directed by local management

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

1. 5+ years of work experience in a field relevant to the position required
2. Bachelor's degree or professional certification preferred
3. Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
4. Complete and maintain internal Financial Planning Associate designation
5. Willingness to obtain CFP and/or CPWA designation

Knowledge/Skills

1. Knowledge of Financial Planning and product knowledge preferred
2. Knowledge of applicable compliance rules and regulations and firm policies
3. Exemplary communication, presentation, time-management and organizational skills
4. Proficient at listening to client needs and skillfully constructing tailored financial solutions
5. Strong computer skills and knowledge of Microsoft Office products
6. Team player with the ability to collaborate with others
7. Ability to work in a fast-paced, evolving environment

Reports to

1. Business Service Officer

Morgan Stanley

EOE committed to diversifying its workforce.

M/F/D/V

Version: 3/22/2021