Strategic Financial Planning Analyst

711 MS Smith Barney, LLC; United States; On-site; USD 75,000 - 125,000; Full time

Job summary

Morgan Stanley is seeking a Financial Planning Analyst to provide exceptional service to clients and support Financial Advisors, Private Wealth Advisors, and teams with planning tools and processes.

You will cultivate relationships, assist with financial plans, and help build scalable planning processes while staying current on policies and platforms. A 4-year degree and relevant licenses are required, with CFP/CPWA willingness encouraged.

Qualifications

• 5+ years of work experience in a field relevant to the position.
• 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 Certified Financial Planner (CFP) and/or Certified Private Wealth Advisor (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
• 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

Active listening

Client service

Team player

Time management

Adaptable

Attention to detail

Strong writing

Interpersonal skills

Analytical thinking

Education

4-year college degree or professional certification

Series 7/66 licenses or Series 63/65 licenses required

Willingness to obtain CFP and CPWA designation

Internal Financial Planning Specialist designation requirements

Tools

MS Office

Financial planning software/tools

Internet applications

Job description

Morgan Stanley is seeking a Financial Planning Analyst to provide exceptional service to clients and support Financial Advisors, Private Wealth Advisors, and teams with planning tools and processes.

You will cultivate relationships, assist with financial plans, and help build scalable planning processes while staying current on policies and platforms. A 4-year degree and relevant licenses are required, with CFP/CPWA willingness encouraged.