Client-Facing Financial Planning Analyst
Job in
Deerfield, Lake County, Illinois, 60063, USA
Listed on 2026-06-07
Listing for:
Morgan-Stanley
Full Time
position Listed on 2026-06-07
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst, Financial Services, Financial Advisor
Job Description & How to Apply Below
Morgan-Stanley is seeking a Financial Planning Analyst to provide exceptional service to clients and support Financial Advisors in enhancing client relationships. The role involves utilizing firm-approved financial planning systems and engaging with clients.
Responsibilities include participating in client meetings, cultivating relationships with business partners, and providing guidance within the team. The ideal candidate has 5+ years of relevant experience and a strong understanding of financial services products.
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