Vice President, Financial Planning Director - Northeast Region jobs in United States
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Morgan Stanley · 6 months ago

Vice President, Financial Planning Director - Northeast Region

positionPhiladelphia, Pennsylvania, United States of America
timeFull-time
remoteOnsite
seniorityMid, Senior Level
date5+ years exp

Morgan Stanley Wealth Management is a global leader in providing a wide range of financial services. The Financial Planning Director role involves working directly with Financial Advisors to deliver comprehensive financial planning advice and analysis to clients, helping them achieve their financial goals through tailored strategies.

Asset ManagementFinanceFinancial ServicesLending
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Responsibilities

Complete proprietary training in wealth planning disciplines, investment strategies, and product suitability
Demonstrate expertise in cash flow analysis, investment strategy, retirement planning, income protection, asset protection, and tax strategies
Collaborate effectively with local management team to prioritize financial planning engagements
Assist Financial Advisors with helping their clients articulate their financial goals within the context of their investment strategy
Facilitate business growth by driving client loyalty
Work closely with other solutions specialists to incorporate sophisticated solutions into the client’s financial picture
Drive goals based wealth management strategy with Financial Advisors and their clients
Deliver exemplary service and financial guidance to clients, including recommendation of suitable investments and proposed financial strategies
Remain current with all CFP and/or CPWA continuing education requirements
Comply with all regulatory requirements, including licensing and registrations

Qualification

CFP designationCPWA designationSeries 7 licenseSeries 66 licenseFinancial planning acumenCash flow analysisInvestment strategyRetirement planningListening skillsTailored financial solutionsMoney Guide ProCommunication skillsTime managementOrganizational skillsPresentation skills

Required

Holder of a bachelor's degree and 5+ years professional experience in business development, management, sales, legal, accounting, education, military, finance or other business-related field
Current holder of the CFP and/or CPWA designations
Series 7, 66 licenses required
Exemplary in communication, presentation, time-management and organizational skills
Proficient at listening to client needs, and then be capable of skillful construction of tailored financial solutions
Authorization to work in the U.S. without durational restrictions
Successful completion of background check and pre-employment assessments

Preferred

Knowledge of Money Guide Pro preferred but not required

Benefits

Some of the most attractive and comprehensive employee benefits and perks in the industry

Company

Morgan Stanley

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Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
dateFounded in 1935
location
New York, New York, USA
people-size10001+ employees
web-link
http://www.morganstanley.com

Funding

Current Stage
Public Company
Total Funding
unknown
1997-02-05IPO

Leadership Team

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James Gorman
Chairman and CEO
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Ted Pick
Chief Executive Officer (CEO)

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