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Financial Planning Director - Walnut Creek, United States - Morgan Stanley
Description
Job DescriptionJob Number:
Job Number
:
3251912
Posting Date
Posting Date
:
May 2, 2024
Primary Location
Primary Location
:
Americas-United States of America-California-Walnut Creek
Education Level
:
Bachelor's Degree
Job
Job
:
Wealth Management
Employment Type
:
Full Time
Job Level
:
Vice President
Description
Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services.
The Morgan Stanley Financial Planning Director position offers a unique opportunity to work in a local office directly with Financial Advisors to provide financial planning advice and analysis to the firm's clients.
This challenging role enables the Financial Planning Director to provide in-depth insight into the nuances of wealth planning and the innovative planning tools and resources that advisors utilize to deliver holistic advice to clients.
As a Financial Planning Director, you will leverage your CFP or CPWA designation, as well as, relevant industry experience and expertise to assist advisors and their clients to clarify their long-term objectives and take the steps necessary to reach their goals.
Becoming a Financial Planning Director at Morgan Stanley will allow you to:Help Others Achieve Their Goals
In this role, you will continue to refine your skills and remain current with the ever changing financial services industry
Build a Personally and Financially Rewarding Career
– You have the potential to grow your network within Morgan Stanley and leverage your skills to promote career mobility and advancement
Job Responsibilities
Complete proprietary training in wealth planning disciplines, investment strategies,and product suitability
Demonstrate expertise in cash flow analysis, investment strategy, retirement planning, income protection, asset protection, and tax strategies
Collaborate effectively with local management team to prioritize financial planning engagements
Assist Financial Advisors with helping their clients articulate their financial goals within the context of their investment strategy
Facilitate business growth by driving client loyalty
Work closely with other solutions specialists to incorporate sophisticated solutions into the client's financial picture
Drive goals based wealth management strategy with Financial Advisors and their clients
Deliver exemplary service and financial guidance to clients, including recommendation of suitable investments and proposed financial strategies
Remain current with all CFP and/or CPWA continuing education requirements
Comply with all regulatory requirements, including licensing and registrations.
Salary range for the position:
$ $ /Yr. 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 to learn more about our benefit offerings.
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).Qualifications
Job Requirements
Successful candidates will be able to incorporate superior time management skills, financial planning acumen, and strong communication skills to support the firm's clients in addressing a spectrum of financial and investment needs:
Holder of a bachelor's degree and 5+ years professional experience in business development, management, sales, legal, accounting, education, military, finance or other business-related field
Current holder of the CFP and/or CPWA designations
Series 7, 66 licenses required
Exemplary in communication, presentation, time-management and organizational skills
Proficient at listening to client needs, and then be capable of skillful construction of tailored financial solutions.
Authorization to work in the U.S. without durational restrictions
Successful completion of background check and pre-employment assessments
Knowledge of Money Guide Pro preferred but not required
Hiring Process
Our hiring procedure is a multistep process that can take four to six weeks to complete. Successful candidates can expect multiple interviews and assessments. All offers of employment are contingent on a background check.
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