Financial Planning Analyst

Morgan Stanley • Lutherville, MD

2d

About The Position

Financial Planning Analysts provide exceptional service to clients and support Financial Advisors (FAs), Private Wealth Advisors (PWAs), and teams on a daily basis. As key members of the service team, they use firm-approved financial planning systems and engage with clients to help advisors enhance client relationships and generate financial plans. They also help establish repeatable, scalable financial-planning processes and provide planning support to peers in an administrative capacity as needed. The role reports to the Business Service Officer. 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 learn new and updated platforms quickly.
• Detail orientation, 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.
• 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 the 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 FAs, PWAs, and teams in enhancing new and existing client relationships through an exceptional client experience.
• Use the firm’s financial planning tools and work with FAs, PWAs, and teams to enhance client relationships and generate financial plans.
• Help build and establish a repeatable and scalable planning process for FAs, PWAs, or teams as part of their book of business.
• At the request of an FA, PWA, or team, participate in existing-client and/or prospective-client meetings to review financial plans, representing the service perspective.
• Provide guidance and support to market peers, 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 relating to financial planning.

Benefits

• Medical insurance
• Prescription drug coverage
• Dental insurance
• Vision insurance
• Health Savings Account
• Dependent Day Care Savings Account
• Life insurance
• Disability and other insurance plans
• Paid time off, including sick leave consistent with state and local law
• Parental leave
• 20 vacation days annually
• 10 paid holidays
• 401(k)
• Short- and long-term disability
• Potential annual discretionary incentive compensation award
• Potential participation in the relevant business unit’s incentive compensation plan, which may include a discretionary bonus component
• Additional employee perks

What This Job Offers

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