Wealth Planning Advisor: Investments & Insurance

711 MS Smith Barney, LLC; Morristown (NJ); On-site; USD 100,000 - 165,000; Full time

Benefits offered by this job

Medical

Prescription Drug

Dental

Vision

401(k)

Paid Time Off

Job summary

Morgan Stanley seeks an Investment Consultant - Wealth Planning Specialist in Morristown, NJ. This senior role develops, maintains, and oversees financial plans for the team’s clients while specializing in annuities and insurance to complement those plans.

The candidate will lead meetings, ensure plan reviews, and coordinate with Retirement Solutions and Planning Specialists to implement solutions within client plans.

Qualifications

• College degree or professional certification required.
• 10 or more years of relevant work experience.
• CFP Insurance Licensed Wealth transfer / trust experience
• Active Series 7, 63 and 65 or Series 7 and 66, or successful completion of Series 7 and Series 66 exams within the time frame provided by applicable company policy
• Minimum of 5 years FINRA Registration preferred

Responsibilities

• Provide financial planning to all team clients with at least yearly reviews.
• Serve as liaison on behalf of the FA team in purchasing annuities and insurance solutions.
• Drive adoption of Goals-Based Wealth Management tools/practices.
• Lead meetings to discuss Insurance and Annuities investment strategies and options.
• Monitor and upgrade/allocate client annuities and insurance holdings as needed.
• Assist clients with integrating Insurance and Annuities into Financial Plans.
• Maintain relationships with Retirement Solutions, Trust, and Planning Specialists and external partners.
• Drive client prospecting and meetings.

Skills

Financial planning knowledge

Interpersonal communication

Wealth management knowledge

Client relationship management

Education

CFP Insurance Licensed Wealth transfer / trust experience

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

College degree

Tools

Goals-Based Wealth Management tools

Morgan Stanley Insurance tools

GWS Financial Planning suite

Job description

Morgan Stanley seeks an Investment Consultant - Wealth Planning Specialist in Morristown, NJ. This senior role develops, maintains, and oversees financial plans for the team’s clients while specializing in annuities and insurance to complement those plans.

The candidate will lead meetings, ensure plan reviews, and coordinate with Retirement Solutions and Planning Specialists to implement solutions within client plans.