Morgan Stanley
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PWM Financial Planning Analyst
role at
Morgan Stanley Join to apply for the
PWM Financial Planning Analyst
role at
Morgan Stanley Get AI-powered advice on this job and more exclusive features. Morgan Stanley
Financial Planning Analyst
Job Description
POSITION 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.
DUTIES And RESPONSIBILITIES:
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
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
Morgan Stanley
EOE committed to diversifying its workforce.
M/F/D/V
Version: 7/10/2024
Morgan Stanley
Financial Planning Analyst
Job Description
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
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.
Business Service Officer 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.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.
We're committed to bringing passion and customer focus to the business.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Salary range for the position: $50,000 to $95,000/year. 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 mybenefits.morganstanley.com to learn more about
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). Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Referrals increase your chances of interviewing at Morgan Stanley by 2x Get notified about new Financial Planning Analyst jobs in
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PWM Financial Planning Analyst
role at
Morgan Stanley Join to apply for the
PWM Financial Planning Analyst
role at
Morgan Stanley Get AI-powered advice on this job and more exclusive features. Morgan Stanley
Financial Planning Analyst
Job Description
POSITION 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.
DUTIES And RESPONSIBILITIES:
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
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
Morgan Stanley
EOE committed to diversifying its workforce.
M/F/D/V
Version: 7/10/2024
Morgan Stanley
Financial Planning Analyst
Job Description
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
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.
Business Service Officer 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.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.
We're committed to bringing passion and customer focus to the business.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Salary range for the position: $50,000 to $95,000/year. 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 mybenefits.morganstanley.com to learn more about
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). Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Referrals increase your chances of interviewing at Morgan Stanley by 2x Get notified about new Financial Planning Analyst jobs in
Chicago, IL . Strategic Financial Planning and Analysis Associate (Remote)
Analyst - Finance & Portfolio Valuations
Strategic Financial Planning & Analysis Senior Associate (Remote)
Financial Planning and Analysis (“FP&A”) Associate
Infrastructure & Public Finance Investment Banking Analyst (Chicago)
Chicago, IL $95,000.00-$125,000.00 1 week ago Financial Planning & Analysis (FP&A) Analyst – Specialty Pharmacy (Hybrid)
Northbrook, IL $43,888.00-$93,574.00 4 days ago Chicago, IL $128,000.00-$240,000.00 1 month ago Chicago, IL $200,000.00-$250,000.00 3 days ago Chicago, IL $155,000.00-$180,000.00 1 week ago Chicago, IL $120,000.00-$121,000.00 1 month ago Sr Associate, Investment Controlling - Construction FP&A
Chicago, IL $98,000.00-$147,000.00 2 weeks ago Chicago, IL $100,000.00-$150,000.00 2 weeks ago Northbrook, IL $68,000.00-$100,000.00 2 weeks ago Chicago, IL $88,000.00-$110,000.00 5 days ago Chicago, IL $100,000.00-$115,000.00 2 weeks ago Research and Clinical Trials Financial Planning Analyst-16656
Itasca, IL $120,000.00-$140,000.00 2 weeks ago Oak Brook, IL $90,000.00-$105,000.00 5 days ago Vice President, Financial Planning & Analysis – Management Company Accounting
Financial Analysis Vice President - Finance & Business Management
Associate Director/Director, Corporate Financial Planning and Analysis (29708)
Itasca, IL $122,000.00-$140,000.00 4 days ago Chicago, IL $160,000.00-$180,000.00 3 days ago Chicago, IL $112,700.00-$204,000.00 6 days ago Chicago, IL $83,300.00-$90,000.00 1 week ago Northbrook, IL $70,000.00-$82,000.00 1 week ago Chicago, IL $83,300.00-$90,000.00 2 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr