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Client-Focused Financial Planning Specialist
Job in
West Des Moines, Polk County, Iowa, 50265, USA
Listed on 2026-08-03
Listing for:
Morgan-Stanley
Full Time
position Listed on 2026-08-03
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Morgan Stanley in the United States seeks a Financial Planning Analyst to support Financial Advisors and Private Wealth Advisors by preparing financial plans and enhancing client experiences. You will engage with clients during meetings and contribute to scalable planning processes using firm-approved tools.
The role requires 5+ years of related experience, a 4-year degree, and active securities licenses; CFP/CPWA coursework or designation is a plus, with strong communication and MS Office
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