Financial Planning Analyst

Morgan Stanley•Columbus, OH

46d

About The Position

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.

Requirements

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
Ability to work in a fast-paced, evolving environment
Adaptable and ability to multi-task
Goal oriented, self-motivated and results driven

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
In conjunction with the FA/PWA/team, participate in existing client and/or prospective client meetings to review financial plans, representing the service lens
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

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