Financial Planning Analyst - Client-Focused Planning & Support

711 MS Smith Barney, LLC; West Des Moines (IA); On-site; USD 85,000 - 110,000; Full time

Job summary

Morgan Stanley is seeking a Financial Planning Analyst to support Financial Advisors and Private Wealth Advisors, delivering exceptional client service and helping to build scalable financial planning processes. You will cultivate relationships with partners, assist with client meetings to review plans, use planning tools, and ensure adherence to policies while reporting to the Business Service Officer.

This role requires 5+ years of experience, a 4-year degree, and relevant licenses as noted in

Qualifications

• 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 CFP and/or CPWA designation

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
• In conjunction with the FA/PWA/team, participate in existing client and/or prospective client meetings to review financial plans, representing the service lens
• 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

Skills

Financial planning knowledge

Excellent listening skills

Client service skills

Time management

Team player

Adaptable

Education

Bachelor's degree

Professional certification preferred

Tools

MS Office

Financial planning tools

Job description

Morgan Stanley is seeking a Financial Planning Analyst to support Financial Advisors and Private Wealth Advisors, delivering exceptional client service and helping to build scalable financial planning processes. You will cultivate relationships with partners, assist with client meetings to review plans, use planning tools, and ensure adherence to policies while reporting to the Business Service Officer.

This role requires 5+ years of experience, a 4-year degree, and relevant licenses as noted in