Wealth Planning Analyst — Private Wealth

Morgan Stanley; New York (NY); On-site; USD 75,000 - 125,000; Full time

Job summary

Morgan Stanley is seeking a Financial Planning Analyst to support Financial Advisors and Private Wealth Advisors, delivering exceptional client experiences and scalable planning processes.

You will collaborate with Financial Planning Directors, utilize planning tools, and help build repeatable processes while developing professional credentials (CFP/CPWA). Base pay ranges with comprehensive compensation are provided.

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

Listening skills

Writing skills

Client service

Team collaboration

Time management

Adaptability

Communication

Financial planning knowledge

Education

4-year college degree

Professional certification preferred

Tools

MS Office

Financial planning software

Job description

Morgan Stanley is seeking a Financial Planning Analyst to support Financial Advisors and Private Wealth Advisors, delivering exceptional client experiences and scalable planning processes.

You will collaborate with Financial Planning Directors, utilize planning tools, and help build repeatable processes while developing professional credentials (CFP/CPWA). Base pay ranges with comprehensive compensation are provided.