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    Financial Planning Analyst - Cincinnati, United States - Morgan Stanley

    Morgan Stanley
    Morgan Stanley Cincinnati, United States

    3 weeks ago

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    Description
    Job Description
    Job Number:

    Job Number
    :

    3247616Posting Date

    Posting Date

    :

    Apr 23, 2024Primary Location

    Primary Location

    :

    Americas-United States of America-Ohio-CincinnatiEducation Level

    :

    Refer to Position DescriptionJob

    Job

    :

    Wealth ManagementEmployment Type

    :

    Full TimeJob Level

    :


    Vice PresidentDescriptionPOSITION SUMMARYThe Morgan Stanley Financial Planning Analyst position offers a unique opportunity to work directly with Financial Advisors to provide in-depth insight into wealth planning strategies for the firm's clients.

    In this role, the Financial Planning Analyst will utilize Morgan Stanley's innovative planning tools to drive goals-based Wealth Management for Financial Advisors and their clients.

    In partnership with Morgan Stanley's Financial Planning Directors and Wealth Advisor Associates, this position will play a key role in assisting Advisors with incorporating sophisticated solutions into a client's financial picture to meet their long-term objectives.


    DUTIES and RESPONSIBILITIES:


    Generate financial plans for clients utilizing Morgan Stanley's state-of-the art Wealth Planning SolutionsLeverage and action information acquired during financial planning and client discovery conversations with Financial AdvisorAssist Financial Advisors with helping their clients articulate their financial goals within the context of their investment strategyMaintain and monitor client status against existing financial plansPartner with Wealth Advisor Associates (WAA) and Financial Planning Directors on training, tools, etc.

    Drive goals-based wealth management strategy with Financial Advisors and their clientsCoordinate with firm specialists to ensure the team is leveraging all relevant firm initiativesLeverage financial planning tools to drive Net Acquired Assets (NAA) growthComplete proprietary training in wealth planning disciplines, investment strategies, and product suitabilityActively engage in other available training and education programs, including firm strategic priorities and professional development, and stay current on policies, procedures and new platformsRegularly seek opportunities to use firm resources for peer sharing and collaborating with Financial AdvisorsProactively participate in firm initiatives directed by local managementQualifications

    EDUCATION, EXPERIENCE, KNOWLEDGE, and


    SKILLS:


    Education and/or Experience5+ years of work experience in a field relevant to the position requiredBachelor's degree or professional certification preferredActive Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)Complete and maintain internal Financial Planning Associate designationWillingness to obtain CFP and/or CPWA designationKnowledge/SkillsKnowledge of Financial Planning and product knowledge preferredKnowledge of applicable compliance rules and regulations and firm policiesExemplary communication, presentation, time-management and organizational skillsProficient at listening to client needs and skillfully constructing tailored financial solutionsStrong computer skills and knowledge of Microsoft Office productsTeam player with the ability to collaborate with othersAbility to work in a fast-paced, evolving environmentReports toBusiness Service OfficerMorgan 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).

    #J-18808-Ljbffr
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