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Morgan Stanley · 2 weeks ago

Financial Planning Engagement Desk – Associate Planning Director (Northeast Region)

New York, NY

Full-time

Onsite

Mid Level

$90K/yr - $120K/yr

2+ years exp

Morgan Stanley is a leading financial services firm, and they are seeking a Financial Planning Engagement Desk Associate Planning Director for the Northeast Region. This role involves educating Financial Advisors on financial planning tools and concepts, collaborating with key stakeholders, and enhancing client engagement through strategic outreach.

Asset ManagementFinanceFinancial ServicesLending

Responsibilities

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

Qualification

Series 7 licenseSeries 66 licenseCFP certificationFinancial services experienceClient engagementListening skillsFinancial solutions constructionMoney Guide ProCommunication skillsPresentation skillsTime-management skillsOrganizational skillsDetail oriented