Financial Planning Analyst** - Morgan Stanley
Providence, RI
About the Job
Job Number:
3259142Posting Date
: Sep 25, 2024Primary Location
: Americas-United States of America-Rhode Island-ProvidenceJob
: Wealth ManagementDescription
POSITION SUMMARY
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.
DUTIES and 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
• 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/
Qualifications
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
• 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/Skills
• Knowledge of financial planning
• Excellent listening skills
diversifying its workforce.
• 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
Reports to
• Business Service Officer
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).