Financial Planning Analyst

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: • 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