Financial Planning Analyst

Financial Planning Analyst

Job Description

POSITION SUMMARY

Financial Planning Analysts provide exceptional service to our clients and support Financial Advisor(s)

(FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As key members of the service team,

the Financial Planning Analyst position offers a unique opportunity to assist Financial Advisors (FA) /

Private Wealth Advisors (PWA)/teams with the use of firm-approved financial planning systems and

engaging with clients.

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

• 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 a part of

their book of business

• At the request of FA/PWA/team, participating 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

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

• 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/Skills

• Knowledge of financial planning

• Excellent listening skills

Morgan Stanley

EOE committed to diversifying its workforce.

M/F/D/V

Version: 7/10/2024

Morgan Stanley

Financial Planning Analyst

Job Description

• 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

Reports to

• Business Service Officer

• Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Salary range for the position: $50,000 to $95,000/year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including 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 X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about