Financial Planning Analyst

Morgan Stanley•Baltimore, MD

About The Position

Financial Planning Analysts provide exceptional service to clients and support Financial Advisors, Private Wealth Advisors, 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 position also supports the development of repeatable and scalable planning processes and provides administrative financial planning support to peers as needed. The role requires current knowledge of firm policies, procedures, and platforms, and participation in firm initiatives, training, education programs, and special projects related to financial planning. The position reports to the Business Service Officer. Applicants must be legally authorized to work in the United States without requiring current or future employment visa sponsorship.

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 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 current or future employment visa sponsorship.

Nice To Haves

A 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 Financial Advisors, Private Wealth Advisors, and teams in enhancing new and existing client relationships through an exceptional client experience.
Use the firm's financial planning tools and work with Financial Advisors, Private Wealth Advisors, and teams to enhance client relationships and generate financial plans.
Help build and establish a repeatable and scalable planning process for Financial Advisors, Private Wealth Advisors, and teams as part of their book of business.
At the request of Financial Advisors, Private Wealth Advisors, or teams, participate in existing client and prospective client meetings to review financial plans and represent the service perspective.
Provide guidance and support to peers within the market, including administrative financial planning support such as assistance with tool usage.
Remain current on firm 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

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
Other special employee perks
Potential eligibility for an annual discretionary incentive compensation award
Potential eligibility to participate in the relevant business unit's incentive compensation plan, which may include a discretionary bonus component