Financial Planning Engagement Desk – Associate Planning Director (Northeast at Morgan Stanley

Boston, Massachusetts, United States -

Full Time

Start Date

Immediate

Expiry Date

27 Feb, 26

Salary

120000.0

Posted On

29 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, Communication, Presentation, Time Management, Organizational Skills, Detail Oriented, Client Experience, Listening Skills, Financial Solutions, Collaboration, Strategic Engagement, Tactical Outreach, Sales Support, Market Analysis, Problem Solving, Teamwork

Industry

Financial Services

Description

Primary planning resource for 1-2 in-scope markets, supporting broadcast messaging and plan creation/delivery for target client segment Partner with FPDs to support planning mandate in assigned region Collaborate with key stakeholders to enhance visibility and establish pipeline of commercial opportunities Maintain connectivity with respective market and regional sales/leadership teams Strategic engagement with assigned Focus FAs Execute coordinated tactical outreach to in-scope markets FAs Series 7, 66 licenses required CFP Preferred Bachelor's degree required 2+ years of financial services experience or related industry Exemplary in communication, presentation, time-management and organizational skills Detail oriented with an ability to handle multiple priorities Ability to work efficiently under pressure, with a focus on the client experience Proficient at listening to client needs, and then be capable of skillful construction of tailored financial solutions. Successful completion of background check and pre-employment assessments Knowledge of Money Guide Pro preferred but not required 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. NY, MA - Expected base pay rates for the role will be between 90,000 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

Serve as the primary planning resource for 1-2 markets, focusing on broadcast messaging and plan creation. Collaborate with stakeholders to enhance visibility and establish a pipeline of commercial opportunities.