Financial Planning Analyst*

860 Morgan Stanley Svcs Canada Co; United States; On-site; USD 70,000 - 100,000; Full time

Job summary

860 Morgan Stanley Svcs Canada Co is seeking a Financial Planning Analyst to support Financial Advisors and enhance client relationships through financial planning services. This role requires a strong background in financial services, excellent client service abilities, and a commitment to maintaining high standards of excellence in client interactions.

Qualifications

• 5+ years of relevant work experience.
• Active Series 7 and relevant certifications.
• Knowledge of financial services products.

Responsibilities

• Cultivating relationships with business partners and colleagues.
• Participating in client meetings to review financial plans.
• Providing guidance and support in financial planning.

Skills

Financial planning

Listening skills

Knowledge of financial services products

Organizational skills

Client service skills

Time management

Team collaboration

Adaptability

Education

4-year college degree

Active Series 7 (GS)

Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Certified Financial Planner (CFP)

Tools

MS Office

Financial planning tools

Job description

Financial Planning Analyst

Financial Planning Analyst

Apply locations: Phoenix, Arizona, United States of America
Time type: Full time
Posted on: Posted 2 Days Ago
Job requisition id: JR014022

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:

1. Cultivating relationships with business partners and colleagues, including Financial Planning Directors and other specialists
2. Supporting the FA/PWA/team in enhancing new and existing client relationships through an exceptional client experience
3. Participating in existing client and/or prospective client meetings to review financial plans, representing the service lens, in conjunction with the FA/PWA/team
4. Utilizing the Firm’s financial planning tools and working with FAs/PWAs/teams to enhance client relationships and generate financial plans
5. Helping build and establish a repeatable and scalable planning process for FAs/PWAs/team as a part of their book of business
6. Providing guidance and support to peers within the market, assisting with financial planning support in an administrative capacity (e.g., tool usage) as needed
7. Remaining current on all policies, procedures, and new platforms
8. 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 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 able 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—guide our daily decisions to serve clients, communities, and our employees worldwide. Our environment encourages collaboration and creativity, supported by comprehensive employee benefits. Opportunities for growth and movement within the company are plentiful for passionate and dedicated employees.

To learn more about our offices across the globe, please visit: https://www.morganstanley.com/about-us/global-offices.

Morgan Stanley aims to build a diverse workforce that reflects our standards of integrity and excellence. We are committed to equal employment opportunity without discrimination or harassment based on race, color, religion, creed, age, sex, gender identity or expression, sexual orientation, national origin, citizenship, disability, marital status, veteran or military service, genetic information, or any other characteristic protected by law.

We are an equal opportunity employer committed to diversifying our workforce (M/F/Disability/Vet).

About Us

At Morgan Stanley, we advise, originate, trade, manage, and distribute capital for people, governments, and institutions, always with a standard of excellence and core values. We are dedicated to providing first-class service, fostering sustainable futures, and creating stronger communities through innovative strategies and solutions, leveraging the power of capital for societal benefit.