Financial Planning Analyst

Morgan Stanley; Palo Alto (CA); On-site; USD 68,000 - 120,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Opportunities for professional development

Job summary

A global financial services firm is seeking a Financial Planning Analyst to cultivate client relationships and support Financial Advisors. With 5+ years of relevant experience and a 4-year degree preferred, the ideal candidate will utilize financial planning tools, assist in client meetings, and maintain certifications. This role offers competitive compensation in a dynamic environment dedicated to diversity and employee development.

Qualifications

• 5+ years of work experience in a relevant field.
• Willingness to obtain CFP or CPWA designation.
• Complete and maintain internal Financial Planning Specialist designation.

Responsibilities

• Cultivating relationships with business partners and colleagues.
• Supporting FA/PWA/team in enhancing client relationships.
• Participating in client meetings to review financial plans.

Skills

Financial planning knowledge

Excellent listening skills

Knowledge of financial services products

Detail-oriented

Team player

Strong time management

Education

4-year college degree or professional certification

Active Series 7 and Series 66 or Series 63 and Series 65

Tools

MS Office

Financial planning software

Job description

Financial Planning Analyst

Join to apply for the Financial Planning Analyst role at Morgan Stanley.

Position Summary

Financial Planning Analysts provide exceptional service to our clients and support Financial Advisors (FAs)/Private Wealth Advisors (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.
• 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

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll 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. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Job Posting Pay Range

Expected base pay rates for the role will be between $68,000 and $120,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

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).