Senior Wealth Planning & Insurance & Annuities Specialist

Morgan Stanley; Morristown (NJ); On-site; USD 68,000 - 120,000; Full time

Benefits offered by this job

Health Insurance

401(k)

Paid Time Off

Discretionary bonuses

Job summary

Morgan Stanley in Morristown, New Jersey is seeking an Investment Consultant - Wealth Planning Specialist to oversee financial plans for clients. This senior role involves developing and maintaining comprehensive strategies and selling annuities and insurance solutions as necessary.

The ideal candidate will possess a strong background in financial planning, alongside relevant licenses and certifications. Morgan Stanley offers a competitive salary range of $68,000 to $120,000, plus benefits, including medical, dental, and retirement plans.

Qualifications

• 10 or more years of relevant work experience.
• Active Series 7, 63 and 65 or Series 7 and 66.
• Minimum of 5 years FINRA registration preferred.

Responsibilities

• Provide financial planning to team clients and conduct yearly reviews.
• Support FA team in purchasing Annuities and Insurance solutions.
• Examine and monitor client’s holdings for suitability.

Skills

Financial Planning

Annuities knowledge

Insurance products

Interpersonal skills

Communication skills

Education

College degree or professional certification

CFP

Insurance License

Job description

Morgan Stanley in Morristown, New Jersey is seeking an Investment Consultant - Wealth Planning Specialist to oversee financial plans for clients. This senior role involves developing and maintaining comprehensive strategies and selling annuities and insurance solutions as necessary.

The ideal candidate will possess a strong background in financial planning, alongside relevant licenses and certifications. Morgan Stanley offers a competitive salary range of $68,000 to $120,000, plus benefits, including medical, dental, and retirement plans.