Financial Planning Specialist: Client Advisory & Planning

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

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.