Financial Planning Analyst

Position Summary

Financial Planning Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As key members of the service team, the Financial Planning Analyst position offers a unique opportunity to assist Financial Advisors (FA) / Private Wealth Advisors (PWA)/teams with the use of firm-approved financial planning systems and engaging with clients.

Duties And Responsibilities

• Cultivating relationships with business partners and colleagues, including Financial Planning Directors and other specialists
• Serving as a liaison between the FA/PWA/team and clients, enhancing new and existing client relationships through an exceptional client experience
• Participating in existing client and/or prospective client meetings to review financial plans, representing the service lens
• Utilizing the Firm’s financial planning tools and working with FAs/PWAs/teams to enhance client relationships and generate financial plans
• Helping to build and establish a repeatable and scalable planning process for FAs/PWAs/team as a part of their book of business
• Participating in firm initiatives (e.g., training or education programs), special projects, and other duties directed by local management – particularly those relating to financial planning

Education, Experience, Knowledge, And Skills

• 5+ years of work experience in a field relevant to the position required
• 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
• Knowledge of financial planning
• Excellent listening skills
• Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
• Technically proficient and quick learner of new and updated platforms
• Detail oriented with superior organizational skills and ability to prioritize
• Expert knowledge of basic personal computer, MS Office and internet applications
• Exceptional writing, interpersonal and client service skills
• Strong time management skills
• Team player with the ability to collaborate with others
• Adaptable and able to multi-task

What You Can Expect From Morgan Stanley

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.