Financial Planning Analyst

DUTIES AND 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
• In conjunction with the FA/PWA/team, participate in existing client and/or prospective client meetings to review financial plans, representing the service lens
• 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 part of their book of business
• At the request of FA/PWA/team, participate 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

• 5+ years of work experience in a field relevant to the position required
• 4-year college degree or professional certification preferred
• 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
• Willingness to obtain Certified Financial Planner (CFP) and/or Certified Private Wealth Advisor (CPWA) designation

• 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

Business Service Officer

Salary range: $68,000 – $120,000 per year. Eligible for an annual discretionary incentive compensation award and participation in the relevant business unit’s incentive compensation plan. Benefits include medical, prescription drug, dental, vision, health savings account, dependent day care savings account, life insurance, disability and other insurance plans, paid time off (including sick leave consistent with state and local law, parental leave, and vacation days), 10 paid holidays, 401(k), short‑term and long‑term disability, and additional perks.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a diverse workforce. Recruiting efforts reflect a strong commitment to inclusion, where individuals are hired, developed, and advanced based on skills and talents.

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