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    Financial Planning Director - Cincinnati, United States - Morgan Stanley

    Morgan Stanley
    Morgan Stanley Cincinnati, United States

    3 weeks ago

    Default job background
    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

    • You can help others achieve their personal and financial goals and make a difference in their lives.
    Develop Industry Expertise-

    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).
    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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