Ultra-High Net-Worth Planning – Junior Equity Compensation Planner, Associate jobs in United States
info-icon
This job has closed.
company-logo

E*TRADE from Morgan Stanley · 2 months ago

Ultra-High Net-Worth Planning – Junior Equity Compensation Planner, Associate

positionNew York, New York, United States of America
timeFull-time
remoteOnsite
seniorityEntry Level
money$90K/yr - $120K/yr
date2+ years exp

E*TRADE from Morgan Stanley is a leading financial services company specializing in wealth management for ultra-high net-worth clients. The Junior Equity Compensation Planner plays a crucial role in assisting clients and Financial Advisors in understanding and maximizing the value of their equity compensation through detailed planning and strategic recommendations.

BankingFinanceFinancial Services

Responsibilities

Build and deliver detailed equity compensation plans for clients and prospects, leveraging internal modeling tools
Collaborate with senior planners to analyze clients' equity holdings, vesting schedules, and award types (RSUs, PSUs, stock options, ESPPs, SARs) to evaluate value realization, diversification, and liquidity strategies
Act as a specialist extension of Financial Advisor teams, collaborating to deliver personalized presentations and strategic recommendations
Educate Financial Advisors and internal partners on interpreting equity award plans and integrating them into comprehensive wealth strategies

Qualification

Financial PlanningEquity Compensation PlanningCFPCEP designationSeries 766 licensedAnalytical SkillsFinancial MarketsCommunication SkillsAttention to DetailProblem-Solving Skills

Required

2+ years of broad-based financial planning experience, with some dedicated equity compensation planning experience
CFP or CEP designation, or in progress of obtaining
Very strong attention to detail
Strong communication skills, both written and spoken
Strong analytical and problem-solving skills
General understanding of global financial markets, asset allocation, and portfolio construction
Series 7 and 66 licensed required or completion within 6 months of hire

Benefits

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

Company

E*TRADE from Morgan Stanley

twittertwittertwitter
company-logo
E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.
dateFounded in 1982
location
Arlington, Virginia, USA
people-size1001-5000 employees
web-link
https://us.etrade.com/home

Funding

Current Stage
Public Company
Total Funding
unknown
2020-02-20Acquired
1996-08-16IPO

Leadership Team

leader-logo
Julia Miller
Executive Director, Creative Services
linkedin

Recent News

EQUINITI
Patricia Landry Commissioned as Director of Customer Success at EQ
2025-11-07
TradingView
Key facts: Morgan Stanley shares rise 4.7%; equity revenue up 80%; E*Trade trades up 24%
2025-10-19
Decrypt
Citi Plans to Launch Crypto Custody Services in 2026: CNBC
2025-10-14
Company data provided by crunchbase