Financial Planning Analyst at Morgan Stanley

Palo Alto, California, United States -

Full Time

Start Date

Immediate

Expiry Date

13 Feb, 26

Salary

120000.0

Posted On

15 Nov, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, Client Relationships, Financial Services Products, Organizational Skills, Team Collaboration, Adaptability, Detail Oriented, Technical Proficiency, Multi-tasking, Goal Oriented, Self-motivated, Results Driven, Communication Skills, Problem Solving, Analytical Skills, Time Management

Industry

Financial Services

Description

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/or other duties directed by local management - particularly those relating to financial planning 5+ years of work experience in a field relevant to the position required 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 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 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 Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Job Posting Pay Range Expected base pay rates for the role will be between $68,000 and $120,000 per year at the commencement of employment. 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.

Responsibilities

The Financial Planning Analyst will cultivate relationships with business partners and support teams in enhancing client relationships through exceptional service. They will utilize financial planning tools to generate financial plans and participate in client meetings as needed.