Financial Planning Engagement Desk - Associate Planning Director (Northeast Region)
About The Position
Financial Planning Engagement Desk Associate Planning Directors will be responsible for educating Financial Advisors on Morgan Stanley's state of the art financial planning tools and planning concepts. This team will assist with activating the overall benefit of utilizing a goals-based approach and will ensure advisors are aware of the positive impact to clients and the financial advisor's business. This role will involve partnership with key financial planning stakeholders, including Financial Planning Directors, Financial Planning Product Team and the broader Global Investment Office / Investment Solutions departments. This person will report to the team manager and leverage Morgan Stanley's state-of-the-art financial tools on behalf of experienced Financial Advisors, helping them develop their business and increase client engagement.
Requirements
- Series 7, 66 licenses required
- Bachelor's degree required
- 2+ years of financial services experience or related industry
- Exemplary in communication, presentation, time-management and organizational skills
- Detail oriented with an ability to handle multiple priorities
- Ability to work efficiently under pressure, with a focus on the client experience
- Proficient at listening to client needs, and then be capable of skillful construction of tailored financial solutions.
- Successful completion of background check and pre-employment assessments
Nice To Haves
- CFP Preferred
- Knowledge of Money Guide Pro preferred but not required
Responsibilities
- Primary planning resource for 1-2 in-scope markets, supporting broadcast messaging and plan creation/delivery for target client segment
- Partner with FPDs to support planning mandate in assigned region
- Collaborate with key stakeholders to enhance visibility and establish pipeline of commercial opportunities
- Maintain connectivity with respective market and regional sales/leadership teams
- Strategic engagement with assigned Focus FAs
- Execute coordinated tactical outreach to in-scope markets FAs
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Industry
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
Number of Employees
5,001-10,000 employees
