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Morgan Stanley · 1 day ago

Financial Planning Analyst

Palo Alto, CA

Full-time

Onsite

Mid, Senior Level

$68K/yr - $120K/yr

5+ years exp

Morgan Stanley is a global financial services firm committed to excellence and client service. The Financial Planning Analyst will support Financial Advisors and Private Wealth Advisors by utilizing financial planning tools and enhancing client relationships, while also participating in meetings and providing guidance to peers.

Asset ManagementFinanceFinancial ServicesLending

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

Utilize the Firm’s financial planning tools and work with FAs/PWAs/teams to enhance client relationships and generate financial plans

Help build and establish a repeatable and scalable planning process for FAs/PWAs/team as a part of their book of business

At the request of FA/PWA/team, participating in existing client and/or prospective client meetings to review financial plans, representing the service lens

Providing guidance and support to peers within the market, assisting with financial planning support in an administrative capacity (e.g., tool usage) as needed

Remaining current on all policies, procedures and new platforms

Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management – particularly those relating to financial planning

Qualification

Financial planningSeries 7 certificationSeries 66 certificationFinancial productsMS Office proficiencyListening skillsDetail orientedExceptional writing skillsTime managementTeam playerAdaptableGoal oriented

Required

5+ years of work experience in a field relevant to the position required

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

Knowledge of financial planning

Excellent listening skills

Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts

Technically proficient and quick learner of new and updated platforms

Detail oriented with superior organizational skills and ability to prioritize

Expert knowledge of basic personal computer, MS Office and internet applications

Exceptional writing, interpersonal and client service skills

Strong time management skills

Team player with the ability to collaborate with others

Ability to work in a fast-paced, evolving environment

Adaptable and ability to multi-task

Goal oriented, self-motivated and results driven