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Morgan Stanley Financial Planning Analyst in Easton, Maryland

POSITION SUMMARY

The Morgan Stanley Financial Planning Analyst position offers a unique opportunity to work directly with Financial Advisors to provide in-depth insight into wealth planning strategies for the firm’s clients. In this role, the Financial Planning Analyst will utilize Morgan Stanley’s innovative planning tools to drive goals-based Wealth Management for Financial Advisors and their clients. In partnership with Morgan Stanley’s Financial Planning Directors and Wealth Advisor Associates, this position will play a key role in assisting Advisors with incorporating sophisticated solutions into a client’s financial picture to meet their long-term objectives.

DUTIES and RESPONSIBILITIES

  • Generate financial plans for clients utilizing Morgan Stanley’s state-of-the art Wealth Planning Solutions

  • Leverage and action information acquired during financial planning and client discovery conversations with Financial Advisor

  • Assist Financial Advisors with helping their clients articulate their financial goals within the context of their investment strategy

  • Maintain and monitor client status against existing financial plans

  • Partner with Wealth Advisor Associates (WAA) and Financial Planning Directors on training, tools, etc.

  • Drive goals-based wealth management strategy with Financial Advisors and their clients

  • Coordinate with firm specialists to ensure the team is leveraging all relevant firm initiatives

  • Leverage financial planning tools to drive Net Acquired Assets (NAA) growth

  • Complete proprietary training in wealth planning disciplines, investment strategies, and product suitability

  • Actively engage in other available training and education programs, including firm strategic priorities and professional development, and stay current on policies, procedures and new platforms

  • Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors

  • Proactively participate in firm initiatives directed by local management

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS

_Education and/or Experience_

  • 5 years of work experience in a field relevant to the position required

  • Bachelor’s degree or professional certification preferred

  • Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

  • Complete and maintain internal Financial Planning Associate designation

  • Willingness to obtain CFP and/or CPWA designation

_Knowledge/Skills_

  • Knowledge of Financial Planning and product knowledge preferred
  • Knowledge of applicable compliance rules and regulations and firm policies
  • Exemplary communication, presentation, time-management and organizational skills
  • Proficient at listening to client needs and skillfully constructing tailored financial solutions
  • Strong computer skills and knowledge of Microsoft Office products
  • Team player with the ability to collaborate with others
  • Ability to work in a fast-paced, evolving environment

_Reports to_

  • Business Service Officer

Morgan Stanley

EOE committed to diversifying its workforce.

M/F/D/V

Version: 3/22/2021

Job: *Wealth Management

Title: Financial Planning Analyst

Location: Maryland-Easton

Requisition ID: 3245130

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