Financial Planning Analyst

Morgan Stanley • West Des Moines, IA

19h

About The Position

Financial Planning Analysts provide exceptional service to clients and support Financial Advisors (FAs), Private Wealth Advisors (PWAs), and their teams. As key members of the service team, they use firm-approved financial planning systems and engage with clients to help enhance client relationships and generate financial plans.

The role supports a repeatable, scalable financial planning process and helps maintain strong relationships with business partners and colleagues, including Financial Planning Directors and other specialists. Analysts may participate in existing-client and prospective-client meetings to review financial plans from a service perspective and provide administrative financial planning support to peers within the market.

The position also requires staying current on firm policies, procedures, and platforms, and participating in firm initiatives, training, education programs, special projects, and other duties directed by local management, particularly those related to financial planning. Applicants must be legally authorized to work in the United States and must not require employment visa sponsorship now or in the future.

Requirements

• At least 5 years of work experience in a field relevant to the position.
• Active Series 7 (GS) and Series 66 (AG/RA), or Series 63 (AG) and Series 65 (RA).
• Complete and maintain internal Financial Planning Specialist designation requirements.
• Knowledge of financial planning.
• Excellent listening skills.
• Knowledge of financial services products, including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts.
• Technical proficiency and ability to quickly learn new and updated platforms.
• Detail-oriented, with superior organizational skills and ability to prioritize.
• Expert knowledge of basic personal computers, MS Office, and internet applications.
• Exceptional writing, interpersonal, and client service skills.
• Strong time management skills.
• Ability to collaborate with others as a team player.
• Ability to work in a fast-paced, evolving environment.
• Adaptability and ability to multitask.
• Goal-oriented, self-motivated, and results-driven.
• Legally authorized to work in the United States without requiring employment visa sponsorship now or in the future.

Nice To Haves

• Four-year college degree or professional certification.
• Willingness to obtain a Certified Financial Planner (CFP) and/or Certified Private Wealth Advisor (CPWA) designation.

Responsibilities

• Cultivate relationships with business partners and colleagues, including Financial Planning Directors and other specialists.
• Support the FA/PWA/team in enhancing new and existing client relationships through an exceptional client experience.
• Participate with the FA/PWA/team in existing-client and prospective-client meetings to review financial plans, representing the service perspective.
• Use 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/teams as part of their book of business.
• Provide guidance and support to peers within the market, assisting with financial planning support in an administrative capacity, such as tool usage, as needed.
• Remain current on policies, procedures, and new platforms.
• Participate in firm initiatives, including training or education programs, special projects, and other duties directed by local management, particularly those related to financial planning.

Benefits

• Comprehensive employee benefits and perks.
• Support for employees and their families throughout their work-life journey.
• Opportunities to move within the business for employees who demonstrate passion and grit.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed