Financial Planning Engagement Desk – Associate Planning Director (Northeast Region) jobs in United States
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Morgan Stanley · 11 hours ago

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

positionWellesley, MA
timeFull-time
remoteOnsite
seniorityMid Level
money$90K/yr - $120K/yr
date2+ years exp

Morgan Stanley is a leading financial services firm that helps clients reach their goals through innovative capital management. The Associate Planning Director will educate Financial Advisors on financial planning tools and concepts, enhancing client engagement and supporting business development.

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 experience focusListening skillsFinancial solutions constructionMoney Guide ProCommunication skillsPresentation skillsTime-management skillsOrganizational skillsDetail oriented

Required

Series 7, 66 licenses required
Bachelor's degree required
2+ years of financial services experience or related industry
Exemplary in communication, presentation, time-management and organizational skills
Detail oriented with an ability to handle multiple priorities
Ability to work efficiently under pressure, with a focus on the client experience
Proficient at listening to client needs, and then be capable of skillful construction of tailored financial solutions
Successful completion of background check and pre-employment assessments

Preferred

CFP 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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