Associate Planning Director, Financial Planning Engagement Desk
Morgan Stanley
full-time
Posted on:
Location Type: Office
Location: New York City • Massachusetts • New York • United States
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Salary
💰 $90,000 - $120,000 per year
Job Level
About the role
- Primary planning resource for 1-2 in-scope markets, supporting broadcast messaging and plan creation/delivery for target client segment
- Partner with FPDs to support planning mandate in assigned region
- Collaborate with key stakeholders to enhance visibility and establish pipeline of commercial opportunities
- Maintain connectivity with respective market and regional sales/leadership teams
- Strategic engagement with assigned Focus FAs
- Execute coordinated tactical outreach to in-scope markets FAs
Requirements
- Series 7, 66 licenses required
- CFP Preferred
- Bachelor’s degree required
- 2+ years of financial services experience or related industry
- Exemplary in communication, presentation, time-management and organizational skills
- Detail oriented with an ability to handle multiple priorities
- Ability to work efficiently under pressure, with a focus on the client experience
- Proficient at listening to client needs, and then be capable of skillful construction of tailored financial solutions
- Successful completion of background check and pre-employment assessments
- Knowledge of Money Guide Pro preferred but not required
Benefits
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Applicant Tracking System Keywords
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Hard Skills & Tools
financial services experiencetailored financial solutionsMoney Guide Pro
Soft Skills
communicationpresentationtime-managementorganizational skillsdetail orientedability to handle multiple prioritiesability to work under pressureclient experiencelistening skills
Certifications
Series 7 licenseSeries 66 licenseCFP