Financial Planning & Client Advisory Analyst

Morgan Stanley; West Des Moines (IA); Presencial; USD 70.000 - 90.000; Jornada completa

Descripción de la vacante

Morgan Stanley is seeking a Financial Planning Analyst for our West Des Moines, IA office to support Financial Advisors and Private Wealth Advisors in delivering exceptional client service. You will work with firm-approved planning systems, participate in client meetings, and help scale the planning process across teams.

Ideal candidates have 5+ years of related experience, relevant licenses, and are willing to pursue CFP/CPWA designations.

Formación

• 5+ years of work experience in a field relevant to the position required.
• 4-year college degree or professional certification preferred.
• Active Series 7 and Series 66 or Series 63 and Series 65 licensing required.
• Complete and maintain internal Financial Planning Specialist designation requirements.
• Willingness to obtain CFP and/or CPWA designation.

Responsabilidades

• 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

Conocimientos

Excellent listening skills

Strong client service skills

Detail oriented

Time management

Team player

Adaptable

Multi-tasking

Goal oriented

Strong communication

Educación

4-year college degree or professional certification preferred

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

Willingness to obtain CFP and/or CPWA

CFP/CPWA considered a plus

Herramientas

MS Office

Firm-approved financial planning tools

Financial planning software

Descripción del empleo

Morgan Stanley is seeking a Financial Planning Analyst for our West Des Moines, IA office to support Financial Advisors and Private Wealth Advisors in delivering exceptional client service. You will work with firm-approved planning systems, participate in client meetings, and help scale the planning process across teams.

Ideal candidates have 5+ years of related experience, relevant licenses, and are willing to pursue CFP/CPWA designations.