- You can help others achieve their personal and financial goals and make a difference in their lives.
-
Financial Planning Director
1 week ago
Morgan Stanley Walnut Creek, United States Full timeMorgan 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 s ...
-
Financial Planning Director
2 weeks ago
Morgan Stanley Walnut Creek, United StatesMorgan 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 s ...
-
Director of Leadership and Planned Giving
2 days ago
Bishop O'Dowd High School Oakland, United StatesBishop O'Dowd High School · Director of Leadership and Planned Giving · The O'Dowd development team secures philanthropic resources that propel the work of our faculty, establish access, equity, and belonging for our students, and empower O'Dowd to realize its fullest potential, ...
-
Deputy Director of Planning, Performance and
1 week ago
City and County of San Francisco San Francisco, United States**Company Description** Appointment Type**: · Permanent-Exempt (PEX). This position is excluded by the Charter from the competitive civil service examination process and shall serve at the discretion of the appointing officer. · **Application Opening**:May 8, 2024 · **Application ...
-
Associate Director of Market Planning
1 week ago
Kite Pharma Foster City, United StatesAt Gilead, we're creating a healthier world for all people. For more than 35 years, we've tackled diseases such as HIV, viral hepatitis, COVID-19 and cancer - working relentlessly to develop therapies that help improve lives and to ensure access to these therapies across the glob ...
-
Director, Planning
1 week ago
LVI Associates San Francisco, CA, United StatesEmployee-owned environmental consultancy, comprising a dedicated team of planners, engineers, and scientists committed to enhancing the environments we cherish. Our mission is to improve upon the landscapes we encounter, fostering a legacy of sustainability and prosperity. · Gui ...
-
Clinical Supervisor Bcba
1 week ago
FirstSteps for Kids, Inc. Walnut Creek, United States**About FirstSteps** · The FirstSteps Team is inspired by the belief that every child deserves the opportunity to achieve their fullest potential. To that end, our mission is twofold: to provide the best evidence-based, behavior analytic treatment to our children diagnosed with a ...
-
Executive Director-hospice
4 days ago
Bridge Home Health and Hospice Walnut Creek, United StatesOverview: · Are you looking for a place where you can make a genuine difference in our patients' lives? · With over 25 locations and growing, Our culture of love for our patients and employees is the top priority. Our commitment to our Core Values allows us to be the provider and ...
-
Discharge Planner
1 week ago
Rossmoor Post Acute Walnut Creek, United StatesThe primary purpose of your job position is to assist in planning, developing, organizing, implementing, evaluating, and directing our facility's social service programs in accordance with current existing federal, state, and local standards, as well as our established policies a ...
-
Volunteer Services Manager
4 days ago
Joybound People & Pets Walnut Creek, United States**Position Summary**: · Reporting to the Director of Community Engagement, the Volunteer Services Manager leads a best-in class volunteer program to optimize Joybound's exceptional volunteers and programs. The Volunteer Services Manager develops, improves, and implements strategi ...
-
On Call After Hours
5 days ago
Anchor Health Walnut Creek, United States· **Are you looking for a work place where you can make a genuine difference?** · **Company Culture that feels supportive, genuine and appreciative of all?** · **Anchor Health is committed to the communities of which we serve, the patients and families we have the honor of carin ...
-
Community Sales Associate
3 days ago
Atria Senior Living - Walnut Creek Walnut Creek, United StatesOverview: · We create communities where employees thrive in their work, helping our residents thrive in their homes. · We strive to enhance the lives and exceed the expectations of those we serve every day. To do this, we cultivate the diverse talents of our team members in order ...
-
Staff Attorney
3 days ago
ALTO USA Walnut Creek, United States**Staff Attorney** · **Prosecutor/criminal law experience preferred** · The ALTO Alliance Staff Attorney is responsible for researching and developing legal solutions for ALTO's clients' crime and public safety problems. The ALTO Alliance Staff Attorney is also responsible for ma ...
-
Social Services Assistant
2 days ago
Walnut Creek Skilled Nursing & Rehabilitation Center Walnut Creek, United States**MUST HAVE SOCIAL SERVICE ASSISTANT EXPERIENCE / $ $20.00** · Generations Healthcare is in search of a Social Service Assistant to join our team. Our skilled nursing and rehabilitation facility has an outstanding reputation in the healthcare industry with an excellent rating for ...
-
Associate Planner
1 week ago
Michael Baker International Walnut Creek, United States**WHO WE ARE** · Supported by more than 3,400 employees in nearly 100 locations across the United States, we provide a full continuum of engineering and consulting services, including design, planning, architectural, environmental, construction, and program management. Our client ...
-
Environmental Planning Director
3 days ago
talisman advisory partners Oakland, United StatesTalisman Advisory Partners is excited to be working with a leading environmental consulting firm dedicated to sustainable development and the preservation of cultural/natural resources. We work with a diverse range of clients to create innovative solutions that address complex en ...
-
Admissions Registered Nurse
5 days ago
Anchor Health Walnut Creek, United States**ELIGIBLE FOR SIGN-ON BONUS** · Description · **Are you looking for a work place where you can make a genuine difference?** · **Company Culture that feels supportive, genuine and appreciative of all?** · **Anchor Health is committed to the communities of which we serve, the pati ...
-
Hotel Manager
4 days ago
Hotel Management Walnut, United States**Job Summary** · We are seeking a positive, friendly, and experienced Hotel Manager to organize and oversee daily operations of our facilities. As the Hotel Manager, you will provide strategic direction for the company and supervise the activities of our diverse workforce. · **E ...
-
Director, Merchandise Planning
1 week ago
Babylist Oakland, United States**Director, Merchandise Planning** · at Babylist Oakland, California, United States **Director, Merchandising Planner** · Babylist is seeking an inventory planning leader to join our growing E-Commerce team and lead and scale our inventory strategy through our next phase of gro ...
-
Director of Finance and Planning
1 week ago
Csdo Alameda, United States**Salary:** Depending on Experience **Site and Location:** St. Joseph Notre Dame High School, Alameda **Requirements for Applying:** Resume and cover letter Job Description / Essential Elements: Saint Joseph Notre Dame High School (SJND) is a co-educational, Catholic parish high ...
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.
#J-18808-Ljbffr
