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Financial Consultant Financial Advisor Financial Analyst

Northeast Financial Planning Engagement Lead

Job in Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: Morgan Stanley
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Analyst
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm is seeking a Financial Planning Engagement Desk Associate to educate Financial Advisors on innovative financial planning tools crucial for enhancing client engagement and business growth. The role involves working closely with Financial Planning Directors and collaborating with key stakeholders to support market-specific planning mandates. Candidates should possess a Bachelor's degree, relevant licenses, and excellent communication skills, with 2+ years experience in financial services.

This position offers competitive compensation and benefits packages.
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