Wealth Planning Analyst — Client-Focused Financial Strategy

Morgan Stanley; New York (NY); Presencial; USD 75.000 - 120.000; Jornada completa

Descripción de la vacante

Morgan Stanley is seeking a Financial Planning Analyst to support Financial Advisors and Private Wealth Advisors in delivering exceptional client service. The role involves using firm-approved planning tools, enhancing client relationships, and contributing to a scalable planning process.

Opportunities exist to pursue CFP/CPWA designations. Expect base pay rates between $75,000 and $120,000 per year at commencement.

Formación

• Minimum 5+ years of work experience in a field relevant to the position.
• Bachelor's degree or professional certification preferred.
• Active Series 7 and Series 66 or Series 63/65 licenses required.
• Willingness to obtain CFP and/or CPWA designation.

Responsabilidades

• Cultivate relationships with business partners and colleagues.
• Support FAs/PWAs/teams to enhance client relationships.
• Utilize firm planning tools to develop financial plans.
• Help build a scalable planning process for the book of business.
• Attend client meetings to review financial plans when requested.
• Provide guidance and administrative support on planning tools.

Conocimientos

Financial planning knowledge

MS Office

Strong writing skills

Interpersonal skills

Time management

Team player

Adaptable

Educación

Bachelor's degree or professional certification preferred

Series 7 and Series 66 or Series 63/65 licenses

Herramientas

Financial planning tools

MS Office

Descripción del empleo

Morgan Stanley is seeking a Financial Planning Analyst to support Financial Advisors and Private Wealth Advisors in delivering exceptional client service. The role involves using firm-approved planning tools, enhancing client relationships, and contributing to a scalable planning process.

Opportunities exist to pursue CFP/CPWA designations. Expect base pay rates between $75,000 and $120,000 per year at commencement.