Job Description

The Financial Planning Analyst position at Morgan Stanley involves providing exceptional service to clients and supporting Financial Advisor teams. Analysts will engage with clients, utilize financial planning tools, and help enhance client relationships while participating in meetings and supporting peers in financial planning initiatives.

Requirements

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

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
Participating in existing client and/or prospective client meetings to review financial plans, representing the service lens
Utilizing the Firm’s financial planning tools and working with FAs/PWAs/teams to enhance client relationships and generate financial plans
Helping build and establish a repeatable and scalable planning process for FAs/PWAs/team as a part of their book of business
Providing guidance and support to peers within the market, assisting with financial planning support in an administrative capacity as needed
Remaining current on all policies, procedures and new platforms
Participating in firm initiatives, special projects and/or other duties directed by local management

Benefits

Morgan Stanley offers extensive benefits that support employees’ careers, health, finances, and families, including top-tier medical coverage, mental health support, generous parental leave, fertility and family-building benefits, and robust retirement and stock purchase plans. Employees also gain access to continuous learning and networking opportunities, volunteer and giving programs aligned with the firm’s values, and hundreds of lifestyle perks like discounted products, cultural and entertainment tickets, and commuter savings.