Senior Wealth Planning & Insurance Solutions Consultant

Morgan Stanley; Morristown (NJ); On-site; USD 100,000 - 165,000; Full time

Job summary

Morgan Stanley in New Jersey is seeking an Investment Consultant - Wealth Planning Specialist to develop, maintain and oversee comprehensive financial plans for clients, while specializing in annuities and insurance solutions that complement these plans.

The role requires leadership in wealth planning, strong communication, and extensive fiduciary experience. Expect competitive compensation and a full benefits package as part of a senior advisory team.

Qualifications

• Extensive knowledge around Financial Planning, Annuities, and Insurance products.
• Familiarity with Morgan Stanley Insurance, Annuities, and Financial Planning suite a plus.
• Financial industry and product knowledge.
• Excellent interpersonal, written, verbal, and communication skills.
• Knowledge of applicable compliance rules and regulations and firm policies.

Responsibilities

• Provide financial planning to all team clients and conduct yearly reviews.
• Serve as liaison on behalf of the FA team in the purchase of Annuities and Insurance solutions.
• Drive adoption of Goals-Based Wealth Management tools/practices.
• Lead meetings to discuss Insurance and Annuities investment strategies.
• Monitor client Annuities and Insurance holdings for suitability and reallocations.
• Assist clients with Insurance/Annuities within Financial Plans via case design.
• Maintain relationships with Retirement Solutions, Trust, and Planning Specialists and external partners.
• Connect clients to banking solutions based on Financial Plan needs.
• Manage client interaction by participating in prospecting and meetings.

Education

College degree or professional certification

CFP

Insurance Licensed

Wealth transfer / trust experience

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

5 years FINRA registration

Job description

Morgan Stanley in New Jersey is seeking an Investment Consultant - Wealth Planning Specialist to develop, maintain and oversee comprehensive financial plans for clients, while specializing in annuities and insurance solutions that complement these plans.

The role requires leadership in wealth planning, strong communication, and extensive fiduciary experience. Expect competitive compensation and a full benefits package as part of a senior advisory team.