Financial Planning Analyst

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.

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 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   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 WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years.  Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive