Wealth Planning Analyst for Private Wealth

Morgan-Stanley; Town of Islip (NY); On-site; USD 75,000 - 125,000; Full time

Job summary

Morgan Stanley in New York is seeking a Financial Planning Analyst to support Financial Advisors and Private Wealth Advisors with planning tools, client service, and scalable processes. The role emphasizes relationship cultivation, collaboration, and strong knowledge of financial planning.

Proficiency with MS Office and the ability to multitask in a fast-paced environment are essential. As part of the service team, you will interact with clients and colleagues while maintaining up-to-date

Qualifications

• 5+ years of relevant work experience.
• 4-year degree or professional certification preferred.
• Active Series 7 and Series 66 or Series 63 and Series 65 required.
• Complete and maintain Financial Planning Specialist designation.
• Willingness to obtain CFP and/or CPWA designation.
• Knowledge of financial planning.
• Excellent listening and client service skills.
• Proficiency with MS Office and financial planning tools.
• Strong multitasking and time-management abilities.

Responsibilities

• Cultivate relationships with business partners and colleagues, including specialists.
• Support FA/PWA/team to enhance client relationships and deliver exceptional service.
• Utilize financial planning tools to create and update client plans.
• Help establish a repeatable, scalable planning process for the team.
• Attend client meetings to review plans and provide service-oriented insights.
• Provide guidance to peers and assist with planning support administratively.
• Stay current on policies, procedures and platforms.
• Participate in firm initiatives, training, and special projects directed by management.

Skills

Financial planning

Client service

Communication skills

Detail oriented

Time management

Team player

Adaptable

Multitasking

Education

Bachelor's degree

Professional certifications preferred

Series 7/66/63/65 required

CFP/CPWA designation desired

Tools

MS Office

Job description

Morgan Stanley in New York is seeking a Financial Planning Analyst to support Financial Advisors and Private Wealth Advisors with planning tools, client service, and scalable processes. The role emphasizes relationship cultivation, collaboration, and strong knowledge of financial planning.

Proficiency with MS Office and the ability to multitask in a fast-paced environment are essential. As part of the service team, you will interact with clients and colleagues while maintaining up-to-date